MWM
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Meridian Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Meridian Wealth Management’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 		$6.19M Sell
20,440
-404
-2% -$114K 0.19% 108
2026
Q1 		$4.95M Sell
20,844
-2,104
-9% -$526K 0.17% 117
2025
Q4 		$5.8M Buy
22,948
+4,222
+23% +$1.07M 0.2% 96
2025
Q3 		$4.63M Sell
18,726
-54
-0.3% -$12.7K 0.18% 108
2025
Q2 		$4.27M Sell
18,780
-31
-0.2% -$6.35K 0.18% 114
2025
Q1 		$3.63M Sell
18,811
-805
-4% -$168K 0.18% 131
2024
Q4 		$4.13M Sell
19,616
-517
-3% -$108K 0.2% 109
2024
Q3 		$4.04M Buy
20,133
+132
+0.7% +$25.7K 0.2% 113
2024
Q2 		$3.94M Buy
+20,001
New +$3.7M 0.47% 51
2024
Q1 		– Sell
-21,289
Closed -$3.59M – 428
2023
Q4 		$3.59M Buy
21,289
+1,345
+7% +$210K 0.23% 95
2023
Q3 		$2.94M Buy
19,944
+350
+2% +$53.4K 0.18% 111
2023
Q2 		$2.98M Buy
19,594
+668
+4% +$92.5K 0.25% 83
2023
Q1 		$2.5M Buy
18,926
+112
+0.6% +$13.6K 0.22% 105
2022
Q4 		$2.06M Buy
18,814
+1,789
+11% +$204K 0.2% 119
2022
Q3 		$1.87M Buy
17,025
+2,700
+19% +$335K 0.2% 116
2022
Q2 		$1.65M Sell
14,325
-3,658
-20% -$467K 0.14% 166
2022
Q1 		$2.68M Buy
17,983
+14,498
+416% +$2.12M 0.29% 76
2021
Q4 		$570K Sell
3,485
-966
-22% -$153K 0.06% 225
2021
Q3 		$655K Buy
+4,451
New +$674K 0.08% 193

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

Meridian Wealth Management's QQQM Position: Q2 2026 in Review

Meridian Wealth Management reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 1.9% in Q2 2026, selling an estimated $114K and leaving 20,440 shares worth $6.19M. The position accounts for 0.19% of the portfolio, ranked #108.

Meridian Wealth Management first reported a position in QQQM in Q3 2021 and has held it in 19 quarters since. 1,353 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Meridian Wealth Management held 20,440 shares of Invesco NASDAQ 100 ETF worth $6.19M as of Q2 2026.
  • Meridian Wealth Management sold 404 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $114K.
  • Invesco NASDAQ 100 ETF made up 0.19% of Meridian Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Meridian Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q3 2021 and has held it in 19 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.