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

JPL 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
Q1 		$119K Buy
+501
New +$125K 0.03% 148
2025
Q4 		– Sell
-500
Closed -$124K – 880
2025
Q3 		$124K Buy
+500
New +$118K 0.03% 156

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

JPL Wealth Management's QQQM Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q1 2026: 501 shares worth $119K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in QQQM as recently as Q3 2025.

JPL Wealth Management first reported a position in QQQM in Q3 2025 and has held it in 2 quarters since. The position peaked at $124K in Q3 2025. 1,186 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

  • JPL Wealth Management held 501 shares of Invesco NASDAQ 100 ETF worth $119K as of Q1 2026.
  • Invesco NASDAQ 100 ETF was a new JPL Wealth Management position in Q1 2026.
  • Invesco NASDAQ 100 ETF made up 0.03% of JPL Wealth Management's portfolio in Q1 2026, its #148 holding.
  • JPL Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Invesco NASDAQ 100 ETF position peaked at $124K in Q3 2025.
  • 1,186 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.