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Madison Wealth Partners’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Madison Wealth 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 		$30.1M Buy
99,497
+8,451
+9% +$2.39M 3.84% 8
2026
Q1 		$21.6M Buy
91,046
+74,163
+439% +$18.6M 3.45% 10
2025
Q4 		$4.27M Buy
16,883
+934
+6% +$236K 0.78% 25
2025
Q3 		$3.94M Buy
15,949
+351
+2% +$82.7K 0.78% 23
2025
Q2 		$3.54M Buy
15,598
+3,739
+32% +$766K 0.77% 22
2025
Q1 		$2.29M Buy
11,859
+2,371
+25% +$496K 0.57% 29
2024
Q4 		$2M Buy
9,488
+577
+6% +$120K 0.56% 29
2024
Q3 		$1.79M Buy
8,911
+3,047
+52% +$593K 0.53% 28
2024
Q2 		$1.16M Buy
5,864
+1,354
+30% +$251K 0.4% 33
2024
Q1 		$824K Buy
4,510
+69
+2% +$12.2K 0.3% 42
2023
Q4 		$748K Buy
4,441
+2,404
+118% +$375K 0.3% 42
2023
Q3 		$300K Hold
2,037
– – 0.15% 64
2023
Q2 		$310K Hold
2,037
– – 0.14% 66
2023
Q1 		$269K Buy
2,037
+52
+3% +$6.31K 0.14% 69
2022
Q4 		$217K Buy
+1,985
New +$226K 0.13% 73
2022
Q3 		– Sell
-1,788
Closed -$206K – 76
2022
Q2 		$206K Sell
1,788
-636
-26% -$81.2K 0.13% 74
2022
Q1 		$361K Buy
+2,424
New +$354K 0.2% 48

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

Madison Wealth Partners's QQQM Position: Q2 2026 in Review

Madison Wealth Partners increased its Invesco NASDAQ 100 ETF (QQQM) stake by 9.3% in Q2 2026, buying an estimated $2.39M and bringing the position to 99,497 shares worth $30.1M. The position accounts for 3.84% of the portfolio, ranked #8.

Madison Wealth Partners first reported a position in QQQM in Q1 2022 and has held it in 17 quarters since. 1,361 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Madison Wealth Partners held 99,497 shares of Invesco NASDAQ 100 ETF worth $30.1M as of Q2 2026.
  • Madison Wealth Partners bought 8,451 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $2.39M.
  • Invesco NASDAQ 100 ETF made up 3.84% of Madison Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Madison Wealth Partners first reported a position in Invesco NASDAQ 100 ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.