Gen-Wealth Partners’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Gen-Wealth Partners’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	$574K	Hold	2,415	–	–	0.18%	113
2025 Q4	$611K	Buy	2,415 +5	+0.2%	+$1.26K	0.2%	100
2025 Q3	$596K	Hold	2,410	–	–	0.2%	110
2025 Q2	$547K	Hold	2,410	–	–	0.21%	117
2025 Q1	$465K	Hold	2,410	–	–	0.19%	140
2024 Q4	$507K	Hold	2,410	–	–	0.22%	133
2024 Q3	$492K	Hold	2,410	–	–	0.22%	136
2024 Q2	$475K	Buy	+2,410	New	+$446K	0.23%	112

Other funds holding QQQM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $15.3B AUM 24.71% 1-Year Est. Return

Gen-Wealth Partners's QQQM Position: Q1 2026 in Review

Gen-Wealth Partners held its Invesco NASDAQ 100 ETF (QQQM) position steady in Q1 2026 at 2,415 shares worth $574K. The position accounts for 0.18% of the portfolio, ranked #113.

Gen-Wealth Partners first reported a position in QQQM in Q2 2024 and has held it in 8 quarters since. The position peaked at $611K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

Gen-Wealth Partners held 2,415 shares of Invesco NASDAQ 100 ETF worth $574K as of Q1 2026.
Gen-Wealth Partners left its Invesco NASDAQ 100 ETF share count unchanged in Q1 2026.
Invesco NASDAQ 100 ETF made up 0.18% of Gen-Wealth Partners's portfolio in Q1 2026, its #113 holding.
Gen-Wealth Partners first reported a position in Invesco NASDAQ 100 ETF in Q2 2024 and has held it in 8 quarters since.
Gen-Wealth Partners's Invesco NASDAQ 100 ETF position peaked at $611K in Q4 2025.
1,190 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.