Pinnacle Wealth Planning Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Pinnacle Wealth Planning Services’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	$8.5K	Hold	28	–	–	﹤0.01%	2129
2026 Q1	$6.66K	Hold	28	–	–	﹤0.01%	2166
2025 Q4	$7.09K	Buy	+28	New	+$7.07K	﹤0.01%	2160

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

Pinnacle Wealth Planning Services's QQQM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Invesco NASDAQ 100 ETF (QQQM) position steady in Q2 2026 at 28 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Pinnacle Wealth Planning Services first reported a position in QQQM in Q4 2025 and has held it in 3 quarters since. 1,356 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Pinnacle Wealth Planning Services held 28 shares of Invesco NASDAQ 100 ETF worth $8.5K as of Q2 2026.
Pinnacle Wealth Planning Services left its Invesco NASDAQ 100 ETF share count unchanged in Q2 2026.
Invesco NASDAQ 100 ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2129 holding.
Pinnacle Wealth Planning Services first reported a position in Invesco NASDAQ 100 ETF in Q4 2025 and has held it in 3 quarters since.
1,356 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.