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 Q3	$81K	Buy	266 +29	+12%	+$8.53K	0.01%	180
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

JWM

JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return

Moisand Fitzgerald Tamayo's QQQM Position: Q3 2026 in Review

Moisand Fitzgerald Tamayo increased its Invesco NASDAQ 100 ETF (QQQM) stake by 12% in Q3 2026, buying an estimated $8.53K and bringing the position to 266 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #180.

Moisand Fitzgerald Tamayo first reported a position in QQQM in Q3 2023 and has held it in 13 quarters since. 212 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

Moisand Fitzgerald Tamayo held 266 shares of Invesco NASDAQ 100 ETF worth $81K as of Q3 2026.
Moisand Fitzgerald Tamayo bought 29 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $8.53K.
Invesco NASDAQ 100 ETF made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q3 2026, its #180 holding.
Moisand Fitzgerald Tamayo first reported a position in Invesco NASDAQ 100 ETF in Q3 2023 and has held it in 13 quarters since.
212 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2026, filed 15 Oct 2026.