Plante Moran Financial Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Plante Moran Financial 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 Q2	$299K	Sell	987 -200	-17%	-$56.7K	0.01%	127
2026 Q1	$282K	Buy	1,187 +391	+49%	+$97.8K	0.02%	130
2025 Q4	$201K	Buy	796 +616	+342%	+$156K	0.01%	169
2025 Q3	$44.5K	Hold	180	–	–	﹤0.01%	358
2025 Q2	$40.9K	Hold	180	–	–	﹤0.01%	371
2025 Q1	$34.7K	Hold	180	–	–	﹤0.01%	396
2024 Q4	$37.9K	Buy	+180	New	+$37.5K	﹤0.01%	391
2024 Q3	–	Sell	-112	Closed	-$21.8K	–	910
2024 Q2	$22.1K	Buy	+112	New	+$20.7K	﹤0.01%	463

Other funds holding QQQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Plante Moran Financial Advisors's QQQM Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 17% in Q2 2026, selling an estimated $56.7K and leaving 987 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #127.

Plante Moran Financial Advisors first reported a position in QQQM in Q2 2024 and has held it in 8 quarters since. 959 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Plante Moran Financial Advisors held 987 shares of Invesco NASDAQ 100 ETF worth $299K as of Q2 2026.
Plante Moran Financial Advisors sold 200 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $56.7K.
Invesco NASDAQ 100 ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #127 holding.
Plante Moran Financial Advisors first reported a position in Invesco NASDAQ 100 ETF in Q2 2024 and has held it in 8 quarters since.
959 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.