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Richmond Investment Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Richmond Investment Services’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 		– Sell
-1,455
Closed -$346K – 224
2026
Q1 		$346K Sell
1,455
-170
-10% -$42.5K 0.06% 187
2025
Q4 		$411K Buy
1,625
+128
+9% +$32.3K 0.07% 155
2025
Q3 		$370K Buy
1,497
+31
+2% +$7.31K 0.07% 162
2025
Q2 		$333K Buy
+1,466
New +$300K 0.07% 164

Other funds holding QQQM

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
RWM
Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return
WF
Whelan Financial Fresno, California $367M AUM 24.39% 1-Year Est. Return

Richmond Investment Services's QQQM Position: Q2 2026 in Review

Richmond Investment Services sold out of Invesco NASDAQ 100 ETF (QQQM) in Q2 2026, closing a stake of 1,455 shares — an estimated $346K sold.

Richmond Investment Services first reported a position in QQQM in Q2 2025 and held it in 4 quarters. The position peaked at $411K in Q4 2025. 509 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Richmond Investment Services reported no remaining Invesco NASDAQ 100 ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 1,455 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $346K.
  • Richmond Investment Services first reported a position in Invesco NASDAQ 100 ETF in Q2 2025 and held it in 4 quarters.
  • Richmond Investment Services's Invesco NASDAQ 100 ETF position peaked at $411K in Q4 2025.
  • 509 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.