N.E.W. Advisory Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

N.E.W. Advisory Services’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	$401K	Buy	1,323 +33	+3%	+$9.35K	0.03%	161
2026 Q1	$307K	Buy	1,290 +1	+0.1%	+$250	0.02%	172
2025 Q4	$326K	Buy	1,289 +19	+1%	+$4.8K	0.02%	162
2025 Q3	$314K	Buy	1,270 +171	+16%	+$40.3K	0.03%	152
2025 Q2	$250K	Buy	1,099 +57	+5%	+$11.7K	0.02%	165
2025 Q1	$201K	Buy	1,042 +79	+8%	+$16.5K	0.02%	202
2024 Q4	$203K	Buy	+963	New	+$200K	0.02%	180
2023 Q1	–	Sell	-2,227	Closed	-$244K	–	133
2022 Q4	$244K	Buy	2,227 +12	+0.5%	+$1.36K	0.04%	114
2022 Q3	$244K	Hold	2,215	–	–	0.04%	115
2022 Q2	$255K	Buy	+2,215	New	+$283K	0.04%	112

Other funds holding QQQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

N.E.W. Advisory Services's QQQM Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Invesco NASDAQ 100 ETF (QQQM) stake by 2.6% in Q2 2026, buying an estimated $9.35K and bringing the position to 1,323 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #161.

N.E.W. Advisory Services first reported a position in QQQM in Q2 2022 and has held it in 10 quarters since. 1,003 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

N.E.W. Advisory Services held 1,323 shares of Invesco NASDAQ 100 ETF worth $401K as of Q2 2026.
N.E.W. Advisory Services bought 33 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $9.35K.
Invesco NASDAQ 100 ETF made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #161 holding.
N.E.W. Advisory Services first reported a position in Invesco NASDAQ 100 ETF in Q2 2022 and has held it in 10 quarters since.
1,003 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.