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Essential Partners’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Essential 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 		$8.31K Sell
27
-1,395
-98% -$410K ﹤0.01% 1283
2026
Q2 		$431K Hold
1,422
– – 0.2% 97
2026
Q1 		$338K Buy
1,422
+1,395
+5,167% +$349K 0.11% 201
2025
Q4 		$6.88K Hold
27
– – ﹤0.01% 1304
2025
Q3 		$6.71K Buy
27
+5
+23% +$1.18K ﹤0.01% 1307
2025
Q2 		$5.02K Buy
+22
New +$4.5K ﹤0.01% 1053

Other funds holding QQQM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
Farther Finance Advisors
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
EA
Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return

Essential Partners's QQQM Position: Q3 2026 in Review

Essential Partners reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 98% in Q3 2026, selling an estimated $410K and leaving 27 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Essential Partners first reported a position in QQQM in Q2 2025 and has held it in 6 quarters since. The position peaked at $431K in Q2 2026. 254 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Essential Partners held 27 shares of Invesco NASDAQ 100 ETF worth $8.31K as of Q3 2026.
  • Essential Partners sold 1,395 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $410K.
  • Invesco NASDAQ 100 ETF made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1283 holding.
  • Essential Partners first reported a position in Invesco NASDAQ 100 ETF in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Invesco NASDAQ 100 ETF position peaked at $431K in Q2 2026.
  • 254 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.