Moisand Fitzgerald Tamayo’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Moisand Fitzgerald Tamayo’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	$71.8K	Hold	237	–	–	0.01%	183
2026 Q1	$56.3K	Hold	237	–	–	0.01%	188
2025 Q4	$59.8K	Buy	237 +1	+0.4%	+$253	0.01%	183
2025 Q3	$58.4K	Hold	236	–	–	0.01%	185
2025 Q2	$53.7K	Hold	236	–	–	0.01%	189
2025 Q1	$45.6K	Hold	236	–	–	0.01%	199
2024 Q4	$49.7K	Hold	236	–	–	0.01%	186
2024 Q3	$47.4K	Buy	236 +104	+79%	+$20.3K	0.01%	201
2024 Q2	$26K	Buy	132 +1	+0.8%	+$185	﹤0.01%	223
2024 Q1	$24K	Hold	131	–	–	﹤0.01%	233
2023 Q4	$22.1K	Hold	131	–	–	﹤0.01%	252
2023 Q3	$19.3K	Buy	+131	New	+$20K	﹤0.01%	264

Other funds holding QQQM

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return