Gradient Investments
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
Q3 		$85.2M Buy
279,532
+6,901
+3% +$2.03M 1.22% 15
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 +$2.24K ﹤0.01% 1161

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 13.72% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Rolek Wealth Management
Rolek Wealth Management Berwyn, Pennsylvania $188M AUM 18.31% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Gradient Investments's QQQM Position: Q3 2026 in Review

Gradient Investments increased its Invesco NASDAQ 100 ETF (QQQM) stake by 2.5% in Q3 2026, buying an estimated $2.03M and bringing the position to 279,532 shares worth $85.2M. The position accounts for 1.22% of the portfolio, ranked #15.

Gradient Investments first reported a position in QQQM in Q3 2022 and has held it in 11 quarters since. 473 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Gradient Investments held 279,532 shares of Invesco NASDAQ 100 ETF worth $85.2M as of Q3 2026.
  • Gradient Investments bought 6,901 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $2.03M.
  • Invesco NASDAQ 100 ETF made up 1.22% of Gradient Investments's portfolio in Q3 2026, its #15 holding.
  • Gradient Investments first reported a position in Invesco NASDAQ 100 ETF in Q3 2022 and has held it in 11 quarters since.
  • 473 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.