Milestones Private Investment Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Milestones Private Investment 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	$8.9M	Buy	29,371 +6,712	+30%	+$1.9M	7.09%	3
2026 Q1	$5.38M	Buy	22,659 +324	+1%	+$81K	4.74%	3
2025 Q4	$5.65M	Sell	22,335 -117	-0.5%	-$29.6K	3.88%	1
2025 Q3	$5.55M	Buy	22,452 +72	+0.3%	+$17K	3.79%	3
2025 Q2	$5.08M	Buy	+22,380	New	+$4.58M	3.76%	3

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

Milestones Private Investment Advisors's QQQM Position: Q2 2026 in Review

Milestones Private Investment Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 30% in Q2 2026, buying an estimated $1.9M and bringing the position to 29,371 shares worth $8.9M. The position accounts for 7.09% of the portfolio, ranked #3.

Milestones Private Investment Advisors first reported a position in QQQM in Q2 2025 and has held it in 5 quarters since. 1,353 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Milestones Private Investment Advisors held 29,371 shares of Invesco NASDAQ 100 ETF worth $8.9M as of Q2 2026.
Milestones Private Investment Advisors bought 6,712 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $1.9M.
Invesco NASDAQ 100 ETF made up 7.09% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #3 holding.
Milestones Private Investment Advisors first reported a position in Invesco NASDAQ 100 ETF in Q2 2025 and has held it in 5 quarters since.
1,353 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.