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National Wealth Management Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

National Wealth Management 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 		$4.79M Buy
15,810
+1,401
+10% +$397K 1.48% 13
2026
Q1 		$3.42M Sell
14,409
-10,478
-42% -$2.62M 1.28% 19
2025
Q4 		$6.29M Sell
24,887
-1,469
-6% -$371K 2.18% 7
2025
Q3 		$6.51M Buy
26,356
+1,081
+4% +$255K 2.45% 6
2025
Q2 		$5.74M Buy
25,275
+1,535
+6% +$314K 3.22% 6
2025
Q1 		$4.58M Buy
23,740
+11,539
+95% +$2.41M 3.01% 8
2024
Q4 		$2.57M Buy
12,201
+599
+5% +$125K 1.71% 16
2024
Q3 		$2.33M Sell
11,602
-9,124
-44% -$1.78M 1.58% 16
2024
Q2 		$4.09M Buy
20,726
+1,975
+11% +$366K 3.11% 8
2024
Q1 		$3.43M Buy
18,751
+280
+2% +$49.4K 2.67% 8
2023
Q4 		$3.11M Sell
18,471
-28
-0.2% -$4.37K 3.01% 5
2023
Q3 		$2.73M Buy
18,499
+320
+2% +$48.8K 2.97% 5
2023
Q2 		$2.78M Sell
18,179
-3,053
-14% -$423K 2.89% 4
2023
Q1 		$2.84M Buy
21,232
+1,452
+7% +$176K 3.24% 3
2022
Q4 		$2.17M Buy
19,780
+2,102
+12% +$239K 2.6% 6
2022
Q3 		$1.94M Buy
+17,678
New +$2.19M 2.53% 9

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

National Wealth Management Group's QQQM Position: Q2 2026 in Review

National Wealth Management Group increased its Invesco NASDAQ 100 ETF (QQQM) stake by 9.7% in Q2 2026, buying an estimated $397K and bringing the position to 15,810 shares worth $4.79M. The position accounts for 1.48% of the portfolio, ranked #13.

National Wealth Management Group first reported a position in QQQM in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.51M in Q3 2025. 1,353 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • National Wealth Management Group held 15,810 shares of Invesco NASDAQ 100 ETF worth $4.79M as of Q2 2026.
  • National Wealth Management Group bought 1,401 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $397K.
  • Invesco NASDAQ 100 ETF made up 1.48% of National Wealth Management Group's portfolio in Q2 2026, its #13 holding.
  • National Wealth Management Group first reported a position in Invesco NASDAQ 100 ETF in Q3 2022 and has held it in 16 quarters since.
  • National Wealth Management Group's Invesco NASDAQ 100 ETF position peaked at $6.51M in Q3 2025.
  • 1,353 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.