MassMutual Private Wealth & Trust’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

MassMutual Private Wealth & Trust’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	$217K	Hold	715	–	–	0.01%	434
2026 Q1	$170K	Buy	715 +626	+703%	+$157K	﹤0.01%	463
2025 Q4	$22.5K	Hold	89	–	–	﹤0.01%	1065
2025 Q3	$22K	Hold	89	–	–	﹤0.01%	1079
2025 Q2	$20.2K	Hold	89	–	–	﹤0.01%	1102
2025 Q1	$17.2K	Hold	89	–	–	﹤0.01%	1087
2024 Q4	$18.7K	Sell	89 -54	-38%	-$11.2K	﹤0.01%	1032
2024 Q3	$28.7K	Buy	+143	New	+$27.9K	﹤0.01%	813

Other funds holding QQQM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

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

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

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return