Gilbert Capital Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Gilbert Capital Group’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	$8.1M	Buy	+26,751	New	+$7.58M	5.68%	3

Other funds holding QQQM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Gilbert Capital Group's QQQM Position: Q2 2026 in Review

Gilbert Capital Group opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q2 2026: 26,751 shares worth $8.1M. The stake represents 5.68% of the portfolio and ranks #3 among its holdings.

245 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Gilbert Capital Group held 26,751 shares of Invesco NASDAQ 100 ETF worth $8.1M as of Q2 2026.
Invesco NASDAQ 100 ETF was a new Gilbert Capital Group position in Q2 2026.
Invesco NASDAQ 100 ETF made up 5.68% of Gilbert Capital Group's portfolio in Q2 2026, its #3 holding.
245 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.