Medallion Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Medallion Wealth Advisors’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	$419K	Buy	1,381 +197	+17%	+$55.8K	0.13%	146
2026 Q1	$281K	Buy	1,184 +99	+9%	+$24.8K	0.09%	198
2025 Q4	$274K	Buy	1,085 +540	+99%	+$136K	0.09%	204
2025 Q3	$135K	Buy	545 +6	+1%	+$1.41K	0.05%	296
2025 Q2	$121K	Buy	539 +105	+24%	+$21.5K	0.05%	315
2025 Q1	$84.4K	Buy	434 +41	+10%	+$8.58K	0.04%	336
2024 Q4	$82.5K	Buy	+393	New	+$81.8K	0.04%	331

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

Medallion Wealth Advisors's QQQM Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 17% in Q2 2026, buying an estimated $55.8K and bringing the position to 1,381 shares worth $419K. The position accounts for 0.13% of the portfolio, ranked #146.

Medallion Wealth Advisors first reported a position in QQQM in Q4 2024 and has held it in 7 quarters since. 1,361 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Medallion Wealth Advisors held 1,381 shares of Invesco NASDAQ 100 ETF worth $419K as of Q2 2026.
Medallion Wealth Advisors bought 197 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $55.8K.
Invesco NASDAQ 100 ETF made up 0.13% of Medallion Wealth Advisors's portfolio in Q2 2026, its #146 holding.
Medallion Wealth Advisors first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 7 quarters since.
1,361 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.