Kovitz Investment Group Partners’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Kovitz Investment Group Partners’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	$297K	Buy	+981	New	+$278K	0.01%	436
2025 Q4	–	Sell	-6,133	Closed	-$1.52M	–	1115
2025 Q3	$1.52M	Sell	6,133 -2,462	-29%	-$580K	0.01%	729
2025 Q2	$1.95M	Buy	8,595 +4,655	+118%	+$953K	0.01%	631
2025 Q1	$760K	Buy	3,940 +623	+19%	+$130K	﹤0.01%	806
2024 Q4	$698K	Buy	3,317 +327	+11%	+$68.1K	﹤0.01%	809
2024 Q3	$241K	Buy	+2,990	New	+$582K	﹤0.01%	915

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

Kovitz Investment Group Partners's QQQM Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q2 2026: 981 shares worth $297K. The stake represents 0.01% of the portfolio and ranks #436 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in QQQM as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in QQQM in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.95M in Q2 2025. 1,353 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Kovitz Investment Group Partners held 981 shares of Invesco NASDAQ 100 ETF worth $297K as of Q2 2026.
Invesco NASDAQ 100 ETF was a new Kovitz Investment Group Partners position in Q2 2026.
Invesco NASDAQ 100 ETF made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #436 holding.
Kovitz Investment Group Partners first reported a position in Invesco NASDAQ 100 ETF in Q3 2024 and has held it in 6 quarters since.
Kovitz Investment Group Partners's Invesco NASDAQ 100 ETF position peaked at $1.95M in Q2 2025.
1,353 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.