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Evergreen Wealth Solutions’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Evergreen Wealth Solutions’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
Q2 		$373K Hold
1,238
– – 0.02% 381
2026
Q1 		$294K Buy
1,238
+412
+50% +$103K 0.02% 336
2025
Q4 		$209K Sell
826
-74
-8% -$18.7K 0.03% 208
2025
Q3 		$222K Hold
900
– – 0.13% 112
2025
Q2 		$204K Buy
+900
New +$184K 0.12% 111

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evergreen Wealth Solutions's QQQM Position: Q2 2026 in Review

Evergreen Wealth Solutions held its Invesco NASDAQ 100 ETF (QQQM) position steady in Q2 2026 at 1,238 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #381.

Evergreen Wealth Solutions first reported a position in QQQM in Q2 2025 and has held it in 5 quarters since. 1,353 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Evergreen Wealth Solutions held 1,238 shares of Invesco NASDAQ 100 ETF worth $373K as of Q2 2026.
  • Evergreen Wealth Solutions left its Invesco NASDAQ 100 ETF share count unchanged in Q2 2026.
  • Invesco NASDAQ 100 ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #381 holding.
  • Evergreen Wealth Solutions first reported a position in Invesco NASDAQ 100 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.