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Kingswood Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Kingswood Wealth Advisors’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 		$4.27M Buy
14,108
+1,564
+12% +$443K 0.17% 139
2026
Q1 		$2.98M Sell
12,544
-2,992
-19% -$748K 0.14% 165
2025
Q4 		$3.93M Buy
15,536
+1,703
+12% +$430K 0.19% 126
2025
Q3 		$3.42M Buy
13,833
+2,686
+24% +$633K 0.21% 119
2025
Q2 		$2.53M Buy
11,147
+2,413
+28% +$494K 0.2% 112
2025
Q1 		$1.69M Sell
8,734
-2,181
-20% -$456K 0.15% 159
2024
Q4 		$2.3M Buy
10,915
+4,129
+61% +$860K 0.17% 129
2024
Q3 		$1.36M Sell
6,786
-471
-6% -$91.7K 0.1% 235
2024
Q2 		$1.43M Buy
7,257
+1,849
+34% +$342K 0.13% 171
2024
Q1 		$988K Sell
5,408
-113
-2% -$19.9K 0.11% 205
2023
Q4 		$930K Buy
5,521
+3,970
+256% +$620K 0.11% 205
2023
Q3 		$229K Buy
+1,551
New +$237K 0.04% 365

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kingswood Wealth Advisors's QQQM Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 12% in Q2 2026, buying an estimated $443K and bringing the position to 14,108 shares worth $4.27M. The position accounts for 0.17% of the portfolio, ranked #139.

Kingswood Wealth Advisors first reported a position in QQQM in Q3 2023 and has held it in 12 quarters since. 1,350 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Kingswood Wealth Advisors held 14,108 shares of Invesco NASDAQ 100 ETF worth $4.27M as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,564 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $443K.
  • Invesco NASDAQ 100 ETF made up 0.17% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • Kingswood Wealth Advisors first reported a position in Invesco NASDAQ 100 ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.