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Prevail Innovative Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Prevail Innovative Wealth 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 		$18.7M Buy
61,729
+17,347
+39% +$4.91M 2.79% 2
2026
Q1 		$10.5M Buy
44,382
+5,959
+16% +$1.49M 1.78% 5
2025
Q4 		$9.72M Buy
38,423
+6,754
+21% +$1.71M 1.74% 8
2025
Q3 		$7.83M Sell
31,669
-1,054
-3% -$248K 1.52% 5
2025
Q2 		$7.43M Buy
32,723
+4,273
+15% +$875K 1.67% 7
2025
Q1 		$5.49M Buy
28,450
+9,023
+46% +$1.89M 1.46% 18
2024
Q4 		$4.09M Buy
19,427
+5,805
+43% +$1.21M 1.18% 22
2024
Q3 		$2.74M Sell
13,622
-1,300
-9% -$253K 0.83% 51
2024
Q2 		$2.94M Buy
14,922
+1,259
+9% +$233K 1.04% 30
2024
Q1 		$2.5M Buy
13,663
+2,368
+21% +$418K 0.93% 33
2023
Q4 		$1.9M Buy
11,295
+19
+0.2% +$2.97K 0.91% 43
2023
Q3 		$1.66M Sell
11,276
-5,662
-33% -$864K 0.86% 47
2023
Q2 		$2.57M Buy
+16,938
New +$2.35M 1.41% 22

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

Prevail Innovative Wealth Advisors's QQQM Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 39% in Q2 2026, buying an estimated $4.91M and bringing the position to 61,729 shares worth $18.7M. The position accounts for 2.79% of the portfolio, ranked #2.

Prevail Innovative Wealth Advisors first reported a position in QQQM in Q2 2023 and has held it in 13 quarters since. 1,344 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 61,729 shares of Invesco NASDAQ 100 ETF worth $18.7M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 17,347 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $4.91M.
  • Invesco NASDAQ 100 ETF made up 2.79% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Invesco NASDAQ 100 ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.