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

Fidelis 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	$4.42M	Buy	+14,590	New	+$4.13M	6.62%	4

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

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

Fidelis Wealth Advisors opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q2 2026: 14,590 shares worth $4.42M. The stake represents 6.62% of the portfolio and ranks #4 among its holdings.

1,350 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Fidelis Wealth Advisors held 14,590 shares of Invesco NASDAQ 100 ETF worth $4.42M as of Q2 2026.
Invesco NASDAQ 100 ETF was a new Fidelis Wealth Advisors position in Q2 2026.
Invesco NASDAQ 100 ETF made up 6.62% of Fidelis Wealth Advisors's portfolio in Q2 2026, its #4 holding.
1,350 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Fidelis Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.