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

MGB 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
2025
Q4 		$14.7K Buy
58
+30
+107% +$7.58K ﹤0.01% 294
2025
Q3 		$6.92K Hold
28
– – ﹤0.01% 301
2025
Q2 		$6.36K Buy
+28
New +$5.73K ﹤0.01% 298

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MGB Wealth Management's QQQM Position: Q4 2025 in Review

MGB Wealth Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 107% in Q4 2025, buying an estimated $7.58K and bringing the position to 58 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

MGB Wealth Management first reported a position in QQQM in Q2 2025 and has held it in 3 quarters since. 1,182 funds tracked by Wall St. Rank hold QQQM as of Q4 2025.

  • MGB Wealth Management held 58 shares of Invesco NASDAQ 100 ETF worth $14.7K as of Q4 2025.
  • MGB Wealth Management bought 30 Invesco NASDAQ 100 ETF shares in Q4 2025, an estimated $7.58K.
  • Invesco NASDAQ 100 ETF made up ﹤0.01% of MGB Wealth Management's portfolio in Q4 2025, its #294 holding.
  • MGB Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,182 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.