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

Greenwich 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 		$1.21M Buy
3,983
+205
+5% +$58.1K 0.04% 149
2026
Q1 		$898K Buy
3,778
+334
+10% +$83.5K 0.04% 165
2025
Q4 		$871K Buy
3,444
+395
+13% +$99.8K 0.04% 155
2025
Q3 		$753K Sell
3,049
-179
-6% -$42.2K 0.04% 167
2025
Q2 		$733K Buy
3,228
+10
+0.3% +$2.05K 0.04% 149
2025
Q1 		$621K Sell
3,218
-462
-13% -$96.6K 0.05% 150
2024
Q4 		$774K Buy
3,680
+37
+1% +$7.7K 0.05% 132
2024
Q3 		$732K Sell
3,643
-274
-7% -$53.4K 0.05% 138
2024
Q2 		$772K Sell
3,917
-99
-2% -$18.3K 0.06% 125
2024
Q1 		$734K Sell
4,016
-541
-12% -$95.5K 0.06% 133
2023
Q4 		$768K Buy
4,557
+1,308
+40% +$204K 0.08% 127
2023
Q3 		$479K Buy
3,249
+1,804
+125% +$275K 0.05% 149
2023
Q2 		$220K Buy
+1,445
New +$200K 0.02% 202

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Greenwich Wealth Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 5.4% in Q2 2026, buying an estimated $58.1K and bringing the position to 3,983 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #149.

Greenwich Wealth Management first reported a position in QQQM in Q2 2023 and has held it in 13 quarters since. 1,361 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Greenwich Wealth Management held 3,983 shares of Invesco NASDAQ 100 ETF worth $1.21M as of Q2 2026.
  • Greenwich Wealth Management bought 205 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $58.1K.
  • Invesco NASDAQ 100 ETF made up 0.04% of Greenwich Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Greenwich Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.