Lord & Richards Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Lord & Richards 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	$1.49M	Buy	4,927 +171	+4%	+$48.4K	1.17%	22
2026 Q1	$1.13M	Buy	4,756 +222	+5%	+$55.5K	0.99%	28
2025 Q4	$1.15M	Buy	4,534 +1,565	+53%	+$395K	0.98%	29
2025 Q3	$734K	Buy	2,969 +231	+8%	+$54.5K	0.67%	37
2025 Q2	$622K	Buy	2,738 +1,640	+149%	+$336K	0.65%	39
2025 Q1	$212K	Buy	+1,098	New	+$230K	0.24%	68

Other funds holding QQQM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RWM

Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lord & Richards Wealth Management's QQQM Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 3.6% in Q2 2026, buying an estimated $48.4K and bringing the position to 4,927 shares worth $1.49M. The position accounts for 1.17% of the portfolio, ranked #22.

Lord & Richards Wealth Management first reported a position in QQQM in Q1 2025 and has held it in 6 quarters since. 404 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Lord & Richards Wealth Management held 4,927 shares of Invesco NASDAQ 100 ETF worth $1.49M as of Q2 2026.
Lord & Richards Wealth Management bought 171 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $48.4K.
Invesco NASDAQ 100 ETF made up 1.17% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #22 holding.
Lord & Richards Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q1 2025 and has held it in 6 quarters since.
404 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.