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Elevation Wealth Partners’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Elevation Wealth Partners’s Portfolio QQQM Stock Details QQQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.4K Buy
51
+6
+13% +$1.76K ﹤0.01% 752
2026
Q2 		$13.5K Buy
45
+4
+10% +$1.13K ﹤0.01% 716
2026
Q1 		$9.85K Buy
41
+5
+14% +$1.25K ﹤0.01% 515
2025
Q4 		$9.21K Hold
36
– – ﹤0.01% 500
2025
Q3 		$8.98K Hold
36
– – ﹤0.01% 397
2025
Q2 		$8.25K Hold
36
– – ﹤0.01% 375
2025
Q1 		$7K Buy
36
+3
+9% +$628 ﹤0.01% 389
2024
Q4 		$6.99K Hold
33
– – ﹤0.01% 391
2024
Q3 		$6.66K Hold
33
– – ﹤0.01% 380
2024
Q2 		$6.53K Hold
33
– – ﹤0.01% 367
2024
Q1 		$6.04K Buy
+33
New +$5.82K ﹤0.01% 382

Other funds holding QQQM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Elevation Wealth Partners's QQQM Position: Q3 2026 in Review

Elevation Wealth Partners increased its Invesco NASDAQ 100 ETF (QQQM) stake by 13% in Q3 2026, buying an estimated $1.76K and bringing the position to 51 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Elevation Wealth Partners first reported a position in QQQM in Q1 2024 and has held it in 11 quarters since. 70 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Elevation Wealth Partners held 51 shares of Invesco NASDAQ 100 ETF worth $15.4K as of Q3 2026.
  • Elevation Wealth Partners bought 6 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $1.76K.
  • Invesco NASDAQ 100 ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #752 holding.
  • Elevation Wealth Partners first reported a position in Invesco NASDAQ 100 ETF in Q1 2024 and has held it in 11 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.