Maia Wealth’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Maia Wealth’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	$13.2M	Buy	43,472 +14,660	+51%	+$4.31M	1.82%	5
2026 Q2	$8.73M	Buy	28,812 +5,103	+22%	+$1.45M	1.29%	14
2026 Q1	$5.63M	Buy	23,709 +6,642	+39%	+$1.66M	0.95%	22
2025 Q4	$4.22M	Buy	17,067 +6,138	+56%	+$1.55M	0.72%	30
2025 Q3	$2.8M	Buy	10,929 +1,909	+21%	+$450K	0.47%	57
2025 Q2	$2.05M	Buy	9,020 +4,613	+105%	+$945K	0.39%	68
2025 Q1	$830K	Buy	4,407 +2,226	+102%	+$466K	0.19%	123
2024 Q4	$462K	Buy	+2,181	New	+$454K	0.1%	177

Other funds holding QQQM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

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 Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Rolek Wealth Management Berwyn, Pennsylvania $188M AUM 18.31% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Maia Wealth's QQQM Position: Q3 2026 in Review

Maia Wealth increased its Invesco NASDAQ 100 ETF (QQQM) stake by 51% in Q3 2026, buying an estimated $4.31M and bringing the position to 43,472 shares worth $13.2M. The position accounts for 1.82% of the portfolio, ranked #5.

Maia Wealth first reported a position in QQQM in Q4 2024 and has held it in 8 quarters since. 519 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

Maia Wealth held 43,472 shares of Invesco NASDAQ 100 ETF worth $13.2M as of Q3 2026.
Maia Wealth bought 14,660 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $4.31M.
Invesco NASDAQ 100 ETF made up 1.82% of Maia Wealth's portfolio in Q3 2026, its #5 holding.
Maia Wealth first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 8 quarters since.
519 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

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