Millstone Evans Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Millstone Evans 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	$376K	Buy	1,242 +16	+1%	+$4.53K	0.2%	87
2026 Q1	$291K	Buy	1,226 +463	+61%	+$116K	0.17%	106
2025 Q4	$193K	Buy	763 +4	+0.5%	+$1.01K	0.11%	144
2025 Q3	$188K	Buy	759 +213	+39%	+$50.2K	0.12%	135
2025 Q2	$124K	Buy	546 +527	+2,774%	+$108K	0.08%	174
2025 Q1	$3.67K	Buy	19 +6	+46%	+$1.25K	﹤0.01%	642
2024 Q4	$2.74K	Buy	+13	New	+$2.71K	﹤0.01%	626

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Millstone Evans Group's QQQM Position: Q2 2026 in Review

Millstone Evans Group increased its Invesco NASDAQ 100 ETF (QQQM) stake by 1.3% in Q2 2026, buying an estimated $4.53K and bringing the position to 1,242 shares worth $376K. The position accounts for 0.2% of the portfolio, ranked #87.

Millstone Evans Group first reported a position in QQQM in Q4 2024 and has held it in 7 quarters since. 1,182 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Millstone Evans Group held 1,242 shares of Invesco NASDAQ 100 ETF worth $376K as of Q2 2026.
Millstone Evans Group bought 16 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $4.53K.
Invesco NASDAQ 100 ETF made up 0.2% of Millstone Evans Group's portfolio in Q2 2026, its #87 holding.
Millstone Evans Group first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 7 quarters since.
1,182 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.