Hegarty Advisors
QQQM icon

Hegarty Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Hegarty Advisors’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 		$5.24M Buy
17,191
+2,010
+13% +$591K 3.24% 8
2026
Q2 		$4.6M Buy
15,181
+2,687
+22% +$761K 3.17% 9
2026
Q1 		$2.97M Sell
12,494
-1,454
-10% -$364K 2.34% 12
2025
Q4 		$3.53M Buy
+13,948
New +$3.52M 3.06% 9

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Hegarty Advisors's QQQM Position: Q3 2026 in Review

Hegarty Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 13% in Q3 2026, buying an estimated $591K and bringing the position to 17,191 shares worth $5.24M. The position accounts for 3.24% of the portfolio, ranked #8.

Hegarty Advisors first reported a position in QQQM in Q4 2025 and has held it in 4 quarters since. 1,017 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Hegarty Advisors held 17,191 shares of Invesco NASDAQ 100 ETF worth $5.24M as of Q3 2026.
  • Hegarty Advisors bought 2,010 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $591K.
  • Invesco NASDAQ 100 ETF made up 3.24% of Hegarty Advisors's portfolio in Q3 2026, its #8 holding.
  • Hegarty Advisors first reported a position in Invesco NASDAQ 100 ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.