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QQQM icon

Gradient Investments’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Gradient Investments’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 		$82.6M Sell
272,631
-6,431
-2% -$1.82M 1.14% 18
2026
Q1 		$66.3M Buy
279,062
+15,010
+6% +$3.75M 1.03% 19
2025
Q4 		$66.8M Buy
264,052
+8,429
+3% +$2.13M 1.06% 21
2025
Q3 		$63.2M Buy
+255,623
New +$60.3M 1.05% 22
2024
Q3 		– Sell
-183
Closed -$36.1K – 1038
2024
Q2 		$36.1K Buy
183
+30
+20% +$5.55K ﹤0.01% 539
2024
Q1 		$28K Sell
153
-8
-5% -$1.41K ﹤0.01% 490
2023
Q4 		$27.1K Hold
161
– – ﹤0.01% 658
2023
Q3 		$23.7K Buy
161
+153
+1,913% +$23.3K ﹤0.01% 646
2023
Q2 		$1.22K Buy
+8
New +$1.11K ﹤0.01% 1296
2022
Q4 		– Sell
-18
Closed -$2K – 1630
2022
Q3 		$2K Buy
+18
New +$2.23K ﹤0.01% 1161

Other funds holding QQQM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RWM
Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Gradient Investments's QQQM Position: Q2 2026 in Review

Gradient Investments reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 2.3% in Q2 2026, selling an estimated $1.82M and leaving 272,631 shares worth $82.6M. The position accounts for 1.14% of the portfolio, ranked #18.

Gradient Investments first reported a position in QQQM in Q3 2022 and has held it in 10 quarters since. 245 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Gradient Investments held 272,631 shares of Invesco NASDAQ 100 ETF worth $82.6M as of Q2 2026.
  • Gradient Investments sold 6,431 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $1.82M.
  • Invesco NASDAQ 100 ETF made up 1.14% of Gradient Investments's portfolio in Q2 2026, its #18 holding.
  • Gradient Investments first reported a position in Invesco NASDAQ 100 ETF in Q3 2022 and has held it in 10 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.