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 Q2	$4.44M	Buy	14,645 +3,948	+37%	+$1.12M	0.82%	27
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

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

Keystone Wealth Services's QQQM Position: Q2 2026 in Review

Keystone Wealth Services increased its Invesco NASDAQ 100 ETF (QQQM) stake by 37% in Q2 2026, buying an estimated $1.12M and bringing the position to 14,645 shares worth $4.44M. The position accounts for 0.82% of the portfolio, ranked #27.

Keystone Wealth Services first reported a position in QQQM in Q3 2024 and has held it in 8 quarters since. 1,357 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Keystone Wealth Services held 14,645 shares of Invesco NASDAQ 100 ETF worth $4.44M as of Q2 2026.
Keystone Wealth Services bought 3,948 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $1.12M.
Invesco NASDAQ 100 ETF made up 0.82% of Keystone Wealth Services's portfolio in Q2 2026, its #27 holding.
Keystone Wealth Services first reported a position in Invesco NASDAQ 100 ETF in Q3 2024 and has held it in 8 quarters since.
1,357 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.