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

EverSource 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 Q2	$875K	Sell	2,889 -1,135	-28%	-$322K	0.03%	381
2026 Q1	$956K	Sell	4,024 -387	-9%	-$96.8K	0.03%	395
2025 Q4	$1.12M	Buy	4,411 +2,423	+122%	+$612K	0.04%	312
2025 Q3	$491K	Buy	1,988 +28	+1%	+$6.6K	0.02%	516
2025 Q2	$445K	Buy	1,960 +1,103	+129%	+$226K	0.02%	503
2025 Q1	$165K	Buy	857 +5	+0.6%	+$1.05K	0.01%	727
2024 Q4	$179K	Buy	852 +34	+4%	+$7.08K	0.01%	694
2024 Q3	$164K	Buy	818 +4	+0.5%	+$779	0.01%	625
2024 Q2	$158K	Sell	814 -161	-17%	-$29.8K	0.01%	641
2024 Q1	$170K	Buy	975 +968	+13,829%	+$171K	0.01%	544
2023 Q4	$1.18K	Hold	7	–	–	﹤0.01%	2346
2023 Q3	$1.03K	Buy	+7	New	+$1.07K	﹤0.01%	2197
2023 Q2	–	Sell	-205	Closed	-$27.1K	–	2584
2023 Q1	$27.1K	Hold	205	–	–	﹤0.01%	979
2022 Q4	$22.5K	Buy	+205	New	+$23.3K	﹤0.01%	1027

Other funds holding QQQM

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

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

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

EverSource Wealth Advisors's QQQM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 28% in Q2 2026, selling an estimated $322K and leaving 2,889 shares worth $875K. The position accounts for 0.03% of the portfolio, ranked #381.

EverSource Wealth Advisors first reported a position in QQQM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.12M in Q4 2025. 1,350 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

EverSource Wealth Advisors held 2,889 shares of Invesco NASDAQ 100 ETF worth $875K as of Q2 2026.
EverSource Wealth Advisors sold 1,135 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $322K.
Invesco NASDAQ 100 ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #381 holding.
EverSource Wealth Advisors first reported a position in Invesco NASDAQ 100 ETF in Q4 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's Invesco NASDAQ 100 ETF position peaked at $1.12M in Q4 2025.
1,350 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.