Measured Wealth Private Client Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Measured Wealth Private Client Group’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	–	Sell	-11	Closed	-$2.61K	–	750
2026 Q1	$2.61K	Hold	11	–	–	﹤0.01%	634
2025 Q4	$2.78K	Buy	+11	New	+$2.78K	﹤0.01%	634

Other funds holding QQQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Measured Wealth Private Client Group's QQQM Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of Invesco NASDAQ 100 ETF (QQQM) in Q2 2026, closing a stake of 11 shares — an estimated $2.61K sold.

Measured Wealth Private Client Group first reported a position in QQQM in Q4 2025 and held it in 2 quarters. The position peaked at $2.78K in Q4 2025. 1,356 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Measured Wealth Private Client Group reported no remaining Invesco NASDAQ 100 ETF position as of Q2 2026 after selling out during the quarter.
Measured Wealth Private Client Group sold 11 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $2.61K.
Measured Wealth Private Client Group first reported a position in Invesco NASDAQ 100 ETF in Q4 2025 and held it in 2 quarters.
Measured Wealth Private Client Group's Invesco NASDAQ 100 ETF position peaked at $2.78K in Q4 2025.
1,356 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.