GWM
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Gilpin Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Gilpin 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
Q3 		– Sell
-50
Closed -$15.1K – 1466
2026
Q2 		$15.1K Hold
50
– – 0.01% 284
2026
Q1 		$11.9K Sell
50
-33
-40% -$8.25K 0.01% 280
2025
Q4 		$21K Buy
+83
New +$21K 0.02% 238

Other funds holding QQQM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Gilpin Wealth Management's QQQM Position: Q3 2026 in Review

Gilpin Wealth Management sold out of Invesco NASDAQ 100 ETF (QQQM) in Q3 2026, closing a stake of 50 shares — an estimated $15.1K sold.

Gilpin Wealth Management first reported a position in QQQM in Q4 2025 and held it in 3 quarters. The position peaked at $21K in Q4 2025. 70 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Gilpin Wealth Management reported no remaining Invesco NASDAQ 100 ETF position as of Q3 2026 after selling out during the quarter.
  • Gilpin Wealth Management sold 50 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $15.1K.
  • Gilpin Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q4 2025 and held it in 3 quarters.
  • Gilpin Wealth Management's Invesco NASDAQ 100 ETF position peaked at $21K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.