Hofer & Associates’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Hofer & Associates’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	$234K	Buy	+769	New	+$226K	0.16%	75

Other funds holding QQQM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Rolek Wealth Management Berwyn, Pennsylvania $188M AUM 18.31% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Hofer & Associates's QQQM Position: Q3 2026 in Review

Hofer & Associates opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q3 2026: 769 shares worth $234K. The stake represents 0.16% of the portfolio and ranks #75 among its holdings.

547 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

Hofer & Associates held 769 shares of Invesco NASDAQ 100 ETF worth $234K as of Q3 2026.
Invesco NASDAQ 100 ETF was a new Hofer & Associates position in Q3 2026.
Invesco NASDAQ 100 ETF made up 0.16% of Hofer & Associates's portfolio in Q3 2026, its #75 holding.
547 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.