HWA
QQQM icon

Heritage Wealth Architects’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Heritage Wealth Architects’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 		$10.9M Sell
37,320
-1,340
-3% -$380K 4.35% 8
2026
Q1 		$10.7M Buy
38,660
+7,355
+23% +$1.84M 4.48% 8
2025
Q4 		$8.03M Buy
31,305
+8,492
+37% +$2.15M 3.75% 7
2025
Q3 		$5.64M Buy
22,813
+2,523
+12% +$595K 3.47% 8
2025
Q2 		$4.61M Sell
20,290
-1,520
-7% -$311K 3.39% 9
2025
Q1 		$4.21M Buy
+21,810
New +$4.56M 4.09% 7

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 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
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

Heritage Wealth Architects's QQQM Position: Q2 2026 in Review

Heritage Wealth Architects reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 3.5% in Q2 2026, selling an estimated $380K and leaving 37,320 shares worth $10.9M. The position accounts for 4.35% of the portfolio, ranked #8.

Heritage Wealth Architects first reported a position in QQQM in Q1 2025 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Heritage Wealth Architects held 37,320 shares of Invesco NASDAQ 100 ETF worth $10.9M as of Q2 2026.
  • Heritage Wealth Architects sold 1,340 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $380K.
  • Invesco NASDAQ 100 ETF made up 4.35% of Heritage Wealth Architects's portfolio in Q2 2026, its #8 holding.
  • Heritage Wealth Architects first reported a position in Invesco NASDAQ 100 ETF in Q1 2025 and has held it in 6 quarters since.
  • 320 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.