Emergent Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Emergent Wealth Advisors’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 Q1	–	Sell	-2,500	Closed	-$632K	–	141
2025 Q4	$632K	Sell	2,500 -167	-6%	-$42.2K	0.36%	60
2025 Q3	$659K	Sell	2,667 -4	-0.1%	-$943	0.38%	54
2025 Q2	$607K	Sell	2,671 -465	-15%	-$95.2K	0.39%	52
2025 Q1	$605K	Sell	3,136 -1,421	-31%	-$297K	0.44%	45
2024 Q4	$959K	Buy	4,557 +429	+10%	+$89.3K	0.69%	31
2024 Q3	$829K	Buy	4,128 +2,388	+137%	+$465K	0.61%	35
2024 Q2	$343K	Buy	1,740 +343	+25%	+$63.5K	0.28%	71
2024 Q1	$255K	Buy	+1,397	New	+$247K	0.22%	84

Other funds holding QQQM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Emergent Wealth Advisors's QQQM Position: Q1 2026 in Review

Emergent Wealth Advisors sold out of Invesco NASDAQ 100 ETF (QQQM) in Q1 2026, closing a stake of 2,500 shares — an estimated $632K sold.

Emergent Wealth Advisors first reported a position in QQQM in Q1 2024 and held it in 8 quarters. The position peaked at $959K in Q4 2024. 1,191 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

Emergent Wealth Advisors reported no remaining Invesco NASDAQ 100 ETF position as of Q1 2026 after selling out during the quarter.
Emergent Wealth Advisors sold 2,500 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $632K.
Emergent Wealth Advisors first reported a position in Invesco NASDAQ 100 ETF in Q1 2024 and held it in 8 quarters.
Emergent Wealth Advisors's Invesco NASDAQ 100 ETF position peaked at $959K in Q4 2024.
1,191 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Emergent Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.