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

Goldenstone 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 Q2	$260K	Sell	857 -576	-40%	-$163K	0.17%	70
2026 Q1	$341K	Buy	1,433 +1	+0.1%	+$250	0.25%	64
2025 Q4	$362K	Buy	+1,432	New	+$362K	0.27%	56

Other funds holding QQQM

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldenstone Wealth Management's QQQM Position: Q2 2026 in Review

Goldenstone Wealth Management reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 40% in Q2 2026, selling an estimated $163K and leaving 857 shares worth $260K. The position accounts for 0.17% of the portfolio, ranked #70.

Goldenstone Wealth Management first reported a position in QQQM in Q4 2025 and has held it in 3 quarters since. The position peaked at $362K in Q4 2025. 1,348 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Goldenstone Wealth Management held 857 shares of Invesco NASDAQ 100 ETF worth $260K as of Q2 2026.
Goldenstone Wealth Management sold 576 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $163K.
Invesco NASDAQ 100 ETF made up 0.17% of Goldenstone Wealth Management's portfolio in Q2 2026, its #70 holding.
Goldenstone Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q4 2025 and has held it in 3 quarters since.
Goldenstone Wealth Management's Invesco NASDAQ 100 ETF position peaked at $362K in Q4 2025.
1,348 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.