Obermeyer Wealth Partners’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Obermeyer Wealth Partners’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	$573K	Sell	1,881 -476	-20%	-$140K	0.02%	168
2026 Q2	$714K	Hold	2,357	–	–	0.03%	146
2026 Q1	$560K	Hold	2,357	–	–	0.03%	163
2025 Q4	$596K	Buy	2,357 +489	+26%	+$124K	0.03%	154
2025 Q3	$462K	Buy	1,868 +657	+54%	+$155K	0.02%	178
2025 Q2	$275K	Buy	+1,211	New	+$248K	0.01%	229

Other funds holding QQQM

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Obermeyer Wealth Partners's QQQM Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 20% in Q3 2026, selling an estimated $140K and leaving 1,881 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #168.

Obermeyer Wealth Partners first reported a position in QQQM in Q2 2025 and has held it in 6 quarters since. The position peaked at $714K in Q2 2026. 684 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

Obermeyer Wealth Partners held 1,881 shares of Invesco NASDAQ 100 ETF worth $573K as of Q3 2026.
Obermeyer Wealth Partners sold 476 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $140K.
Invesco NASDAQ 100 ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #168 holding.
Obermeyer Wealth Partners first reported a position in Invesco NASDAQ 100 ETF in Q2 2025 and has held it in 6 quarters since.
Obermeyer Wealth Partners's Invesco NASDAQ 100 ETF position peaked at $714K in Q2 2026.
684 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.