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

Evolution 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 Q1	$3.15M	Buy	13,258 +5,828	+78%	+$1.46M	2.3%	8
2025 Q4	$1.88M	Buy	7,430 +1,702	+30%	+$430K	1.55%	12
2025 Q3	$1.42M	Buy	5,728 +5,717	+51,973%	+$1.35M	1.45%	16
2025 Q2	$2.5K	Buy	+11	New	+$2.25K	﹤0.01%	503

Other funds holding QQQM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Evolution Wealth Management's QQQM Position: Q1 2026 in Review

Evolution Wealth Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 78% in Q1 2026, buying an estimated $1.46M and bringing the position to 13,258 shares worth $3.15M. The position accounts for 2.3% of the portfolio, ranked #8.

Evolution Wealth Management first reported a position in QQQM in Q2 2025 and has held it in 4 quarters since. 1,186 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

Evolution Wealth Management held 13,258 shares of Invesco NASDAQ 100 ETF worth $3.15M as of Q1 2026.
Evolution Wealth Management bought 5,828 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $1.46M.
Invesco NASDAQ 100 ETF made up 2.3% of Evolution Wealth Management's portfolio in Q1 2026, its #8 holding.
Evolution Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q2 2025 and has held it in 4 quarters since.
1,186 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.