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

Fiscal Wisdom 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	$2.05M	Buy	6,777 +159	+2%	+$45K	1.74%	8
2026 Q1	$1.57M	Sell	6,618 -161	-2%	-$40.3K	1.51%	11
2025 Q4	$1.71M	Buy	6,779 +155	+2%	+$39.2K	1.62%	12
2025 Q3	$1.65M	Buy	+6,624	New	+$1.56M	1.56%	12

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

Fiscal Wisdom Wealth Management's QQQM Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 2.4% in Q2 2026, buying an estimated $45K and bringing the position to 6,777 shares worth $2.05M. The position accounts for 1.74% of the portfolio, ranked #8.

Fiscal Wisdom Wealth Management first reported a position in QQQM in Q3 2025 and has held it in 4 quarters since. 1,348 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Fiscal Wisdom Wealth Management held 6,777 shares of Invesco NASDAQ 100 ETF worth $2.05M as of Q2 2026.
Fiscal Wisdom Wealth Management bought 159 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $45K.
Invesco NASDAQ 100 ETF made up 1.74% of Fiscal Wisdom Wealth Management's portfolio in Q2 2026, its #8 holding.
Fiscal Wisdom Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q3 2025 and has held it in 4 quarters since.
1,348 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.