Keystone Wealth Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Keystone Wealth Services’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	$2.54M	Buy	10,697 +197	+2%	+$49.3K	0.54%	42
2025 Q4	$2.66M	Sell	10,500 -1,442	-12%	-$364K	0.56%	39
2025 Q3	$2.95M	Buy	11,942 +2,270	+23%	+$535K	0.64%	38
2025 Q2	$2.2M	Buy	9,672 +4,606	+91%	+$943K	0.53%	44
2025 Q1	$978K	Buy	5,066 +802	+19%	+$168K	0.26%	91
2024 Q4	$897K	Buy	4,264 +1,611	+61%	+$335K	0.24%	100
2024 Q3	$533K	Buy	+2,653	New	+$517K	0.15%	136

Other funds holding QQQM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Keystone Wealth Services's QQQM Position: Q1 2026 in Review

Keystone Wealth Services increased its Invesco NASDAQ 100 ETF (QQQM) stake by 1.9% in Q1 2026, buying an estimated $49.3K and bringing the position to 10,697 shares worth $2.54M. The position accounts for 0.54% of the portfolio, ranked #42.

Keystone Wealth Services first reported a position in QQQM in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.95M in Q3 2025. 1,186 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

Keystone Wealth Services held 10,697 shares of Invesco NASDAQ 100 ETF worth $2.54M as of Q1 2026.
Keystone Wealth Services bought 197 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $49.3K.
Invesco NASDAQ 100 ETF made up 0.54% of Keystone Wealth Services's portfolio in Q1 2026, its #42 holding.
Keystone Wealth Services first reported a position in Invesco NASDAQ 100 ETF in Q3 2024 and has held it in 7 quarters since.
Keystone Wealth Services's Invesco NASDAQ 100 ETF position peaked at $2.95M in Q3 2025.
1,186 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.