Private Wealth Management Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Private Wealth Management Group’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	$7.58K	Sell	25 -75	-75%	-$21.2K	﹤0.01%	669
2026 Q1	$23.8K	Buy	+100	New	+$25K	0.01%	290
2024 Q3	–	Sell	-3	Closed	-$592	–	1537
2024 Q2	$592	Buy	+3	New	+$555	﹤0.01%	1397

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

Private Wealth Management Group's QQQM Position: Q2 2026 in Review

Private Wealth Management Group reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 75% in Q2 2026, selling an estimated $21.2K and leaving 25 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Private Wealth Management Group first reported a position in QQQM in Q2 2024 and has held it in 3 quarters since. The position peaked at $23.8K in Q1 2026. 1,344 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Private Wealth Management Group held 25 shares of Invesco NASDAQ 100 ETF worth $7.58K as of Q2 2026.
Private Wealth Management Group sold 75 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $21.2K.
Invesco NASDAQ 100 ETF made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #669 holding.
Private Wealth Management Group first reported a position in Invesco NASDAQ 100 ETF in Q2 2024 and has held it in 3 quarters since.
Private Wealth Management Group's Invesco NASDAQ 100 ETF position peaked at $23.8K in Q1 2026.
1,344 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.