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Gerber Kawasaki Wealth & Investment Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$304M Sell
1,002,640
-662
-0.1% -$188K 8.11% 1
2026
Q1 		$239M Buy
1,003,302
+69,141
+7% +$17.3M 7.6% 1
2025
Q4 		$236M Buy
934,161
+45,254
+5% +$11.4M 8.25% 1
2025
Q3 		$220M Sell
888,907
-28,651
-3% -$6.75M 7.54% 1
2025
Q2 		$208M Buy
917,558
+77,807
+9% +$15.9M 8.05% 1
2025
Q1 		$162M Buy
839,751
+29,093
+4% +$6.09M 7.28% 1
2024
Q4 		$171M Buy
810,658
+37,290
+5% +$7.76M 7.42% 1
2024
Q3 		$155M Buy
773,368
+8,413
+1% +$1.64M 7.15% 1
2024
Q2 		$151M Buy
764,955
+56,520
+8% +$10.5M 7.55% 1
2024
Q1 		$129M Buy
708,435
+19,396
+3% +$3.42M 6.99% 1
2023
Q4 		$116M Buy
689,039
+62,890
+10% +$9.82M 6.95% 1
2023
Q3 		$92.3M Buy
626,149
+15,291
+3% +$2.33M 6.28% 2
2023
Q2 		$92.8M Buy
610,858
+134,753
+28% +$18.7M 6.23% 2
2023
Q1 		$62.9M Buy
476,105
+31,979
+7% +$3.88M 4.97% 2
2022
Q4 		$48.6M Buy
444,126
+64,069
+17% +$7.29M 4.31% 3
2022
Q3 		$41.8M Buy
380,057
+1,566
+0.4% +$194K 3.9% 4
2022
Q2 		$42M Buy
378,491
+159,971
+73% +$20.4M 3.99% 5
2022
Q1 		$32.6M Buy
218,520
+12,240
+6% +$1.79M 2.65% 8
2021
Q4 		$33.7M Buy
206,280
+71,512
+53% +$11.3M 2.68% 8
2021
Q3 		$19.8M Buy
134,768
+107,357
+392% +$16.2M 2.56% 11
2021
Q2 		$3.99M Buy
27,411
+7,645
+39% +$1.06M 0.41% 49
2021
Q1 		$2.59M Buy
+19,766
New +$2.6M 0.31% 60

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's QQQM Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 0.07% in Q2 2026, selling an estimated $188K and leaving 1,002,640 shares worth $304M. The position accounts for 8.11% of the portfolio, ranked #1.

Gerber Kawasaki Wealth & Investment Management first reported a position in QQQM in Q1 2021 and has held it in 22 quarters since. 1,348 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 1,002,640 shares of Invesco NASDAQ 100 ETF worth $304M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 662 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $188K.
  • Invesco NASDAQ 100 ETF made up 8.11% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #1 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco NASDAQ 100 ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.