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

Perfromance 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 Q2	$1.59M	Buy	5,254 +68	+1%	+$19.3K	0.04%	75
2026 Q1	$1.23M	Buy	5,186 +14	+0.3%	+$3.5K	0.04%	79
2025 Q4	$1.31M	Sell	5,172 -27	-0.5%	-$6.82K	0.04%	68
2025 Q3	$1.28M	Buy	5,199 +607	+13%	+$143K	0.04%	64
2025 Q2	$1.04M	Sell	4,592 -482	-9%	-$98.7K	0.03%	70
2025 Q1	$979K	Hold	5,074	–	–	0.04%	64
2024 Q4	$1.07M	Sell	5,074 -618	-11%	-$129K	0.03%	63
2024 Q3	$1.14M	Sell	5,692 -254	-4%	-$49.5K	0.04%	61
2024 Q2	$1.17M	Buy	+5,946	New	+$1.1M	0.04%	54
2024 Q1	–	Sell	-6,457	Closed	-$1.09M	–	180
2023 Q4	$1.09M	Sell	6,457 -818	-11%	-$128K	0.05%	71
2023 Q3	$1.07M	Sell	7,275 -2,090	-22%	-$319K	0.05%	72
2023 Q2	$1.43M	Hold	9,365	–	–	0.07%	68
2023 Q1	$1.24M	Hold	9,365	–	–	0.06%	69
2022 Q4	$1.03M	Hold	9,365	–	–	0.06%	68
2022 Q3	$1.03M	Buy	9,365 +225	+2%	+$27.9K	0.06%	67
2022 Q2	$1.05M	Buy	+9,140	New	+$1.17M	0.06%	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 22.96% 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

Perfromance Wealth Partners's QQQM Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Invesco NASDAQ 100 ETF (QQQM) stake by 1.3% in Q2 2026, buying an estimated $19.3K and bringing the position to 5,254 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #75.

Perfromance Wealth Partners first reported a position in QQQM in Q2 2022 and has held it in 16 quarters since. 1,348 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Perfromance Wealth Partners held 5,254 shares of Invesco NASDAQ 100 ETF worth $1.59M as of Q2 2026.
Perfromance Wealth Partners bought 68 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $19.3K.
Invesco NASDAQ 100 ETF made up 0.04% of Perfromance Wealth Partners's portfolio in Q2 2026, its #75 holding.
Perfromance Wealth Partners first reported a position in Invesco NASDAQ 100 ETF in Q2 2022 and has held it in 16 quarters since.
1,348 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.