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

Institute for 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 		$143K Buy
+471
New +$133K 0.01% 604

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Institute for Wealth Management's QQQM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q2 2026: 471 shares worth $143K. The stake represents 0.01% of the portfolio and ranks #604 among its holdings.

901 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Institute for Wealth Management held 471 shares of Invesco NASDAQ 100 ETF worth $143K as of Q2 2026.
  • Invesco NASDAQ 100 ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco NASDAQ 100 ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #604 holding.
  • 901 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.