LongView Wealth Management
QQQM icon

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

LongView 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
Q3 		$348K Buy
1,143
+60
+6% +$17.7K 0.08% 162
2026
Q2 		$328K Buy
1,083
+2
+0.2% +$567 0.08% 165
2026
Q1 		$280K Buy
+1,081
New +$270K 0.07% 202

Other funds holding QQQM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Rolek Wealth Management
Rolek Wealth Management Berwyn, Pennsylvania $188M AUM 18.31% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

LongView Wealth Management's QQQM Position: Q3 2026 in Review

LongView Wealth Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 5.5% in Q3 2026, buying an estimated $17.7K and bringing the position to 1,143 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #162.

LongView Wealth Management first reported a position in QQQM in Q1 2026 and has held it in 3 quarters since. 473 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • LongView Wealth Management held 1,143 shares of Invesco NASDAQ 100 ETF worth $348K as of Q3 2026.
  • LongView Wealth Management bought 60 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $17.7K.
  • Invesco NASDAQ 100 ETF made up 0.08% of LongView Wealth Management's portfolio in Q3 2026, its #162 holding.
  • LongView Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q1 2026 and has held it in 3 quarters since.
  • 473 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.