Pinnacle Wealth Planning Services
QQQM icon

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
Q3 		$8.54K Hold
28
– – ﹤0.01% 2143
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

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Pinnacle Wealth Planning Services's QQQM Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Invesco NASDAQ 100 ETF (QQQM) position steady in Q3 2026 at 28 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

Pinnacle Wealth Planning Services first reported a position in QQQM in Q4 2025 and has held it in 4 quarters since. 655 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Pinnacle Wealth Planning Services held 28 shares of Invesco NASDAQ 100 ETF worth $8.54K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Invesco NASDAQ 100 ETF share count unchanged in Q3 2026.
  • Invesco NASDAQ 100 ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2143 holding.
  • Pinnacle Wealth Planning Services first reported a position in Invesco NASDAQ 100 ETF in Q4 2025 and has held it in 4 quarters since.
  • 655 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.