Principle Wealth Partners’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Principle Wealth Partners’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	$539K	Buy	1,779 +165	+10%	+$46.7K	0.03%	245
2026 Q1	$384K	Buy	1,614 +159	+11%	+$39.8K	0.02%	286
2025 Q4	$368K	Buy	1,455 +484	+50%	+$122K	0.02%	287
2025 Q3	$240K	Buy	+971	New	+$229K	0.01%	337

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

Principle Wealth Partners's QQQM Position: Q2 2026 in Review

Principle Wealth Partners increased its Invesco NASDAQ 100 ETF (QQQM) stake by 10% in Q2 2026, buying an estimated $46.7K and bringing the position to 1,779 shares worth $539K. The position accounts for 0.03% of the portfolio, ranked #245.

Principle Wealth Partners first reported a position in QQQM in Q3 2025 and has held it in 4 quarters since. 970 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Principle Wealth Partners held 1,779 shares of Invesco NASDAQ 100 ETF worth $539K as of Q2 2026.
Principle Wealth Partners bought 165 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $46.7K.
Invesco NASDAQ 100 ETF made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #245 holding.
Principle Wealth Partners first reported a position in Invesco NASDAQ 100 ETF in Q3 2025 and has held it in 4 quarters since.
970 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.