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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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
RWM
Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return
WF
Whelan Financial Fresno, California $367M AUM 24.39% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New Perspectives Inc's QQQM Position: Q2 2026 in Review

New Perspectives Inc increased its Invesco NASDAQ 100 ETF (QQQM) stake by 8.5% in Q2 2026, buying an estimated $738K and bringing the position to 33,221 shares worth $10.1M. The position accounts for 3.09% of the portfolio, ranked #9.

New Perspectives Inc first reported a position in QQQM in Q1 2024 and has held it in 10 quarters since. 459 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • New Perspectives Inc held 33,221 shares of Invesco NASDAQ 100 ETF worth $10.1M as of Q2 2026.
  • New Perspectives Inc bought 2,604 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $738K.
  • Invesco NASDAQ 100 ETF made up 3.09% of New Perspectives Inc's portfolio in Q2 2026, its #9 holding.
  • New Perspectives Inc first reported a position in Invesco NASDAQ 100 ETF in Q1 2024 and has held it in 10 quarters since.
  • 459 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.