New Perspectives Inc
QQQM icon

New Perspectives Inc’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

New Perspectives Inc’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 		$11.2M Buy
36,746
+3,525
+11% +$1.04M 3.4% 9
2026
Q2 		$10.1M Buy
33,221
+2,604
+9% +$738K 3.09% 9
2026
Q1 		$7.28M Buy
30,617
+4,277
+16% +$1.07M 2.52% 10
2025
Q4 		$6.66M Buy
26,340
+4,204
+19% +$1.06M 2.31% 10
2025
Q3 		$5.47M Buy
22,136
+2,251
+11% +$531K 2.45% 10
2025
Q2 		$4.52M Buy
19,885
+1,314
+7% +$269K 2.23% 9
2025
Q1 		$3.58M Buy
18,571
+1,344
+8% +$281K 1.91% 9
2024
Q4 		$3.63M Buy
17,227
+2,367
+16% +$493K 1.94% 8
2024
Q3 		$2.98M Buy
14,860
+6,972
+88% +$1.36M 1.59% 8
2024
Q2 		$1.55M Buy
7,888
+4,142
+111% +$767K 0.83% 11
2024
Q1 		$684K Buy
+3,746
New +$661K 0.38% 13

Other funds holding QQQM

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Rolek Wealth Management
Rolek Wealth Management Berwyn, Pennsylvania $188M AUM 18.31% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

New Perspectives Inc's QQQM Position: Q3 2026 in Review

New Perspectives Inc increased its Invesco NASDAQ 100 ETF (QQQM) stake by 11% in Q3 2026, buying an estimated $1.04M and bringing the position to 36,746 shares worth $11.2M. The position accounts for 3.4% of the portfolio, ranked #9.

New Perspectives Inc first reported a position in QQQM in Q1 2024 and has held it in 11 quarters since. 537 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • New Perspectives Inc held 36,746 shares of Invesco NASDAQ 100 ETF worth $11.2M as of Q3 2026.
  • New Perspectives Inc bought 3,525 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $1.04M.
  • Invesco NASDAQ 100 ETF made up 3.4% of New Perspectives Inc's portfolio in Q3 2026, its #9 holding.
  • New Perspectives Inc first reported a position in Invesco NASDAQ 100 ETF in Q1 2024 and has held it in 11 quarters since.
  • 537 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.