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

Long Island 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 Q2	$232K	Buy	+765	New	+$217K	0.1%	89
2024 Q3	–	Sell	-1,237	Closed	-$244K	–	72
2024 Q2	$244K	Sell	1,237 -450	-27%	-$83.3K	0.17%	68
2024 Q1	$308K	Hold	1,687	–	–	0.22%	60
2023 Q4	$284K	Buy	+1,687	New	+$263K	0.2%	64

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

Long Island Wealth Management's QQQM Position: Q2 2026 in Review

Long Island Wealth Management opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q2 2026: 765 shares worth $232K. The stake represents 0.1% of the portfolio and ranks #89 among its holdings. This is a return to the name: Long Island Wealth Management previously reported a position in QQQM as recently as Q2 2024.

Long Island Wealth Management first reported a position in QQQM in Q4 2023 and has held it in 4 quarters since. The position peaked at $308K in Q1 2024. 1,361 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Long Island Wealth Management held 765 shares of Invesco NASDAQ 100 ETF worth $232K as of Q2 2026.
Invesco NASDAQ 100 ETF was a new Long Island Wealth Management position in Q2 2026.
Invesco NASDAQ 100 ETF made up 0.1% of Long Island Wealth Management's portfolio in Q2 2026, its #89 holding.
Long Island Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and has held it in 4 quarters since.
Long Island Wealth Management's Invesco NASDAQ 100 ETF position peaked at $308K in Q1 2024.
1,361 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.