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Pettyjohn Wood & White’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Pettyjohn Wood & White’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 		$866K Buy
2,860
+540
+23% +$153K 0.13% 112
2026
Q1 		$551K Buy
2,320
+260
+13% +$65K 0.09% 127
2025
Q4 		$521K Buy
2,060
+20
+1% +$5.05K 0.08% 130
2025
Q3 		$504K Buy
2,040
+55
+3% +$13K 0.08% 133
2025
Q2 		$451K Sell
1,985
-65
-3% -$13.3K 0.08% 135
2025
Q1 		$396K Buy
2,050
+65
+3% +$13.6K 0.08% 140
2024
Q4 		$418K Buy
1,985
+200
+11% +$41.6K 0.08% 137
2024
Q3 		$359K Sell
1,785
-100
-5% -$19.5K 0.07% 152
2024
Q2 		$372K Buy
1,885
+470
+33% +$87K 0.07% 144
2024
Q1 		$259K Buy
+1,415
New +$250K 0.05% 168

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pettyjohn Wood & White's QQQM Position: Q2 2026 in Review

Pettyjohn Wood & White increased its Invesco NASDAQ 100 ETF (QQQM) stake by 23% in Q2 2026, buying an estimated $153K and bringing the position to 2,860 shares worth $866K. The position accounts for 0.13% of the portfolio, ranked #112.

Pettyjohn Wood & White first reported a position in QQQM in Q1 2024 and has held it in 10 quarters since. 1,351 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Pettyjohn Wood & White held 2,860 shares of Invesco NASDAQ 100 ETF worth $866K as of Q2 2026.
  • Pettyjohn Wood & White bought 540 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $153K.
  • Invesco NASDAQ 100 ETF made up 0.13% of Pettyjohn Wood & White's portfolio in Q2 2026, its #112 holding.
  • Pettyjohn Wood & White first reported a position in Invesco NASDAQ 100 ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,351 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.