IWC
QVMM

Integrated Wealth Concepts’s Invesco QQQ Trust Series 1 QVMM Stock Holding History

Integrated Wealth Concepts’s Portfolio QVMM Stock Details QVMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.4K Buy
+734
New +$25.2K ﹤0.01% 3869

Other funds holding QVMM

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's QVMM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco QQQ Trust Series 1 (QVMM) in Q2 2026: 734 shares worth $26.4K. The stake represents ﹤0.01% of the portfolio and ranks #3869 among its holdings.

10 funds tracked by Wall St. Rank hold QVMM as of Q2 2026.

  • Integrated Wealth Concepts held 734 shares of Invesco QQQ Trust Series 1 worth $26.4K as of Q2 2026.
  • Invesco QQQ Trust Series 1 was a new Integrated Wealth Concepts position in Q2 2026.
  • Invesco QQQ Trust Series 1 made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3869 holding.
  • 10 funds tracked by Wall St. Rank held Invesco QQQ Trust Series 1 as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.