Gould Capital’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Gould Capital’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	$104K	Buy	343 +37	+12%	+$10.5K	0.06%	69
2026 Q1	$72.8K	Buy	306 +23	+8%	+$5.75K	0.04%	71
2025 Q4	$71.6K	Sell	283 -35	-11%	-$8.84K	0.04%	73
2025 Q3	$78.6K	Sell	318 -172	-35%	-$40.5K	0.05%	70
2025 Q2	$111K	Buy	490 +22	+5%	+$4.5K	0.07%	60
2025 Q1	$90.4K	Sell	468 -2,206	-82%	-$461K	0.06%	59
2024 Q4	$563K	Buy	2,674 +2,407	+901%	+$501K	0.39%	46
2024 Q3	$53.6K	Buy	267 +37	+16%	+$7.21K	0.04%	80
2024 Q2	$45.3K	Sell	230 -17	-7%	-$3.15K	0.03%	84
2024 Q1	$45.1K	Sell	247 -1,450	-85%	-$256K	0.03%	85
2023 Q4	$286K	Buy	1,697 +1,610	+1,851%	+$251K	0.21%	49
2023 Q3	$12.9K	Buy	+87	New	+$13.3K	0.01%	137

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

Gould Capital's QQQM Position: Q2 2026 in Review

Gould Capital increased its Invesco NASDAQ 100 ETF (QQQM) stake by 12% in Q2 2026, buying an estimated $10.5K and bringing the position to 343 shares worth $104K. The position accounts for 0.06% of the portfolio, ranked #69.

Gould Capital first reported a position in QQQM in Q3 2023 and has held it in 12 quarters since. The position peaked at $563K in Q4 2024. 1,358 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Gould Capital held 343 shares of Invesco NASDAQ 100 ETF worth $104K as of Q2 2026.
Gould Capital bought 37 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $10.5K.
Invesco NASDAQ 100 ETF made up 0.06% of Gould Capital's portfolio in Q2 2026, its #69 holding.
Gould Capital first reported a position in Invesco NASDAQ 100 ETF in Q3 2023 and has held it in 12 quarters since.
Gould Capital's Invesco NASDAQ 100 ETF position peaked at $563K in Q4 2024.
1,358 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.