Retirement Planning Group (New York)’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Retirement Planning Group (New York)’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	$7.18M	Buy	23,707 +2,856	+14%	+$809K	3.91%	6
2026 Q1	$4.95M	Buy	20,851 +3,218	+18%	+$805K	3.19%	9
2025 Q4	$4.46M	Buy	17,633 +2,311	+15%	+$584K	3.04%	9
2025 Q3	$3.79M	Buy	15,322 +3,660	+31%	+$863K	2.83%	13
2025 Q2	$2.65M	Buy	11,662 +3,312	+40%	+$678K	2.33%	16
2025 Q1	$1.61M	Buy	8,350 +4,118	+97%	+$861K	1.64%	20
2024 Q4	$891K	Buy	+4,232	New	+$881K	0.98%	26

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

Retirement Planning Group (New York)'s QQQM Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Invesco NASDAQ 100 ETF (QQQM) stake by 14% in Q2 2026, buying an estimated $809K and bringing the position to 23,707 shares worth $7.18M. The position accounts for 3.91% of the portfolio, ranked #6.

Retirement Planning Group (New York) first reported a position in QQQM in Q4 2024 and has held it in 7 quarters since. 1,358 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Retirement Planning Group (New York) held 23,707 shares of Invesco NASDAQ 100 ETF worth $7.18M as of Q2 2026.
Retirement Planning Group (New York) bought 2,856 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $809K.
Invesco NASDAQ 100 ETF made up 3.91% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #6 holding.
Retirement Planning Group (New York) first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 7 quarters since.
1,358 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.