Independent Wealth Network’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Independent Wealth Network’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	$1.39M	Sell	4,582 -459	-9%	-$130K	0.35%	73
2026 Q1	$1.2M	Sell	5,041 -453	-8%	-$113K	0.36%	74
2025 Q4	$1.39M	Buy	5,494 +1	+0%	+$253	0.42%	56
2025 Q3	$1.36M	Buy	5,493 +2,713	+98%	+$640K	0.44%	53
2025 Q2	$631K	Buy	+2,780	New	+$569K	0.23%	107

Other funds holding QQQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Wealth Network's QQQM Position: Q2 2026 in Review

Independent Wealth Network reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 9.1% in Q2 2026, selling an estimated $130K and leaving 4,582 shares worth $1.39M. The position accounts for 0.35% of the portfolio, ranked #73.

Independent Wealth Network first reported a position in QQQM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.39M in Q4 2025. 1,356 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Independent Wealth Network held 4,582 shares of Invesco NASDAQ 100 ETF worth $1.39M as of Q2 2026.
Independent Wealth Network sold 459 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $130K.
Invesco NASDAQ 100 ETF made up 0.35% of Independent Wealth Network's portfolio in Q2 2026, its #73 holding.
Independent Wealth Network first reported a position in Invesco NASDAQ 100 ETF in Q2 2025 and has held it in 5 quarters since.
Independent Wealth Network's Invesco NASDAQ 100 ETF position peaked at $1.39M in Q4 2025.
1,356 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.