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Perennial Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Perennial 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 		$948K Buy
3,111
+2,306
+286% +$678K 0.14% 87
2026
Q2 		$244K Buy
+805
New +$228K 0.04% 124

Other funds holding QQQM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Perennial Advisors's QQQM Position: Q3 2026 in Review

Perennial Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 286% in Q3 2026, buying an estimated $678K and bringing the position to 3,111 shares worth $948K. The position accounts for 0.14% of the portfolio, ranked #87.

Perennial Advisors first reported a position in QQQM in Q2 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Perennial Advisors held 3,111 shares of Invesco NASDAQ 100 ETF worth $948K as of Q3 2026.
  • Perennial Advisors bought 2,306 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $678K.
  • Invesco NASDAQ 100 ETF made up 0.14% of Perennial Advisors's portfolio in Q3 2026, its #87 holding.
  • Perennial Advisors first reported a position in Invesco NASDAQ 100 ETF in Q2 2026 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.