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

ORBA 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 Q2	$1M	Buy	+3,310	New	+$938K	0.86%	33
2025 Q2	–	Sell	-2,258	Closed	-$436K	–	98
2025 Q1	$436K	Buy	2,258 +25	+1%	+$5.23K	0.22%	68
2024 Q4	$470K	Sell	2,233 -153	-6%	-$31.9K	0.25%	65
2024 Q3	$479K	Buy	2,386 +10	+0.4%	+$1.95K	0.24%	69
2024 Q2	$468K	Sell	2,376 -9	-0.4%	-$1.67K	0.24%	66
2024 Q1	$436K	Buy	2,385 +366	+18%	+$64.6K	0.24%	66
2023 Q4	$340K	Buy	+2,019	New	+$315K	0.2%	68

Other funds holding QQQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ORBA Wealth Advisors's QQQM Position: Q2 2026 in Review

ORBA Wealth Advisors opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q2 2026: 3,310 shares worth $1M. The stake represents 0.86% of the portfolio and ranks #33 among its holdings. This is a return to the name: ORBA Wealth Advisors previously reported a position in QQQM as recently as Q1 2025.

ORBA Wealth Advisors first reported a position in QQQM in Q4 2023 and has held it in 7 quarters since. 1,363 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

ORBA Wealth Advisors held 3,310 shares of Invesco NASDAQ 100 ETF worth $1M as of Q2 2026.
Invesco NASDAQ 100 ETF was a new ORBA Wealth Advisors position in Q2 2026.
Invesco NASDAQ 100 ETF made up 0.86% of ORBA Wealth Advisors's portfolio in Q2 2026, its #33 holding.
ORBA Wealth Advisors first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and has held it in 7 quarters since.
1,363 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.