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Global Financial Private Client’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Global Financial Private Client’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 		$2.38M Buy
7,826
+19
+0.2% +$5.59K 0.66% 36
2026
Q2 		$2.37M Sell
7,807
-207
-3% -$58.6K 0.64% 41
2026
Q1 		$1.9M Buy
8,014
+304
+4% +$76K 0.62% 43
2025
Q4 		$1.95M Sell
7,710
-84
-1% -$21.2K 0.68% 37
2025
Q3 		$1.93M Buy
7,794
+2,211
+40% +$521K 0.69% 42
2025
Q2 		$1.27M Buy
5,583
+162
+3% +$33.2K 0.48% 57
2025
Q1 		$1.05M Sell
5,421
-1,776
-25% -$372K 0.4% 68
2024
Q4 		$1.51M Buy
7,197
+1,976
+38% +$411K 0.57% 46
2024
Q3 		$1.05M Sell
5,221
-2,409
-32% -$469K 0.41% 66
2024
Q2 		$1.5M Buy
7,630
+2,620
+52% +$485K 0.63% 40
2024
Q1 		$917K Buy
5,010
+286
+6% +$50.5K 0.39% 69
2023
Q4 		$796K Buy
4,724
+174
+4% +$27.2K 0.37% 76
2023
Q3 		$676K Buy
4,550
+1,305
+40% +$199K 0.35% 74
2023
Q2 		$494K Buy
+3,245
New +$449K 0.24% 98
2022
Q1 		– Sell
-31
Closed -$5.07K – 673
2021
Q4 		$5.07K Buy
+31
New +$4.92K ﹤0.01% 452

Other funds holding QQQM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Farther Finance Advisors
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
EA
Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 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

Global Financial Private Client's QQQM Position: Q3 2026 in Review

Global Financial Private Client increased its Invesco NASDAQ 100 ETF (QQQM) stake by 0.24% in Q3 2026, buying an estimated $5.59K and bringing the position to 7,826 shares worth $2.38M. The position accounts for 0.66% of the portfolio, ranked #36.

Global Financial Private Client first reported a position in QQQM in Q4 2021 and has held it in 15 quarters since. 212 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Global Financial Private Client held 7,826 shares of Invesco NASDAQ 100 ETF worth $2.38M as of Q3 2026.
  • Global Financial Private Client bought 19 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $5.59K.
  • Invesco NASDAQ 100 ETF made up 0.66% of Global Financial Private Client's portfolio in Q3 2026, its #36 holding.
  • Global Financial Private Client first reported a position in Invesco NASDAQ 100 ETF in Q4 2021 and has held it in 15 quarters since.
  • 212 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.