Opal Wealth Advisors
QQQM icon

Opal Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Opal Wealth Advisors’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 		$596K Buy
1,958
+245
+14% +$72.1K 0.12% 83
2026
Q2 		$519K Buy
1,713
+1,360
+385% +$385K 0.11% 96
2026
Q1 		$83.9K Buy
+353
New +$88.3K 0.02% 307
2024
Q3 		– Sell
-10
Closed -$1.97K – 940
2024
Q2 		$1.97K Buy
+10
New +$1.85K ﹤0.01% 970

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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Opal Wealth Advisors's QQQM Position: Q3 2026 in Review

Opal Wealth Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 14% in Q3 2026, buying an estimated $72.1K and bringing the position to 1,958 shares worth $596K. The position accounts for 0.12% of the portfolio, ranked #83.

Opal Wealth Advisors first reported a position in QQQM in Q2 2024 and has held it in 4 quarters since. 519 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Opal Wealth Advisors held 1,958 shares of Invesco NASDAQ 100 ETF worth $596K as of Q3 2026.
  • Opal Wealth Advisors bought 245 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $72.1K.
  • Invesco NASDAQ 100 ETF made up 0.12% of Opal Wealth Advisors's portfolio in Q3 2026, its #83 holding.
  • Opal Wealth Advisors first reported a position in Invesco NASDAQ 100 ETF in Q2 2024 and has held it in 4 quarters since.
  • 519 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.