EWM
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Evermay Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Evermay Wealth Management’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 		$21.8K Buy
+72
New +$20.4K ﹤0.01% 438
2025
Q3 		– Sell
-7
Closed -$1.59K – 569
2025
Q2 		$1.59K Buy
+7
New +$1.43K ﹤0.01% 510

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

Evermay Wealth Management's QQQM Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q2 2026: 72 shares worth $21.8K. The stake represents ﹤0.01% of the portfolio and ranks #438 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in QQQM as recently as Q2 2025.

Evermay Wealth Management first reported a position in QQQM in Q2 2025 and has held it in 2 quarters since. 1,359 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Evermay Wealth Management held 72 shares of Invesco NASDAQ 100 ETF worth $21.8K as of Q2 2026.
  • Invesco NASDAQ 100 ETF was a new Evermay Wealth Management position in Q2 2026.
  • Invesco NASDAQ 100 ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #438 holding.
  • Evermay Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.