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

Ridgecrest 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	$434K	Hold	1,434	–	–	0.21%	63
2026 Q1	$341K	Sell	1,434 -20	-1%	-$5K	0.19%	70
2025 Q4	$368K	Hold	1,454	–	–	0.2%	68
2025 Q3	$359K	Hold	1,454	–	–	0.16%	78
2025 Q2	$330K	Hold	1,454	–	–	0.17%	74
2025 Q1	$281K	Buy	1,454 +20	+1%	+$4.18K	0.15%	88
2024 Q4	$302K	Hold	1,434	–	–	0.16%	77
2024 Q3	$288K	Buy	1,434 +60	+4%	+$11.7K	0.15%	88
2024 Q2	$271K	Buy	1,374 +20	+1%	+$3.7K	0.16%	86
2024 Q1	$247K	Hold	1,354	–	–	0.15%	92
2023 Q4	$228K	Buy	+1,354	New	+$211K	0.15%	90
2023 Q3	–	Sell	-1,354	Closed	-$206K	–	102
2023 Q2	$206K	Buy	+1,354	New	+$187K	0.14%	95
2022 Q4	–	Sell	-1,882	Closed	-$207K	–	99
2022 Q3	$207K	Buy	+1,882	New	+$234K	0.17%	87

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

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

Ridgecrest Wealth Partners held its Invesco NASDAQ 100 ETF (QQQM) position steady in Q2 2026 at 1,434 shares worth $434K. The position accounts for 0.21% of the portfolio, ranked #63.

Ridgecrest Wealth Partners first reported a position in QQQM in Q3 2022 and has held it in 13 quarters since. 1,348 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Ridgecrest Wealth Partners held 1,434 shares of Invesco NASDAQ 100 ETF worth $434K as of Q2 2026.
Ridgecrest Wealth Partners left its Invesco NASDAQ 100 ETF share count unchanged in Q2 2026.
Invesco NASDAQ 100 ETF made up 0.21% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #63 holding.
Ridgecrest Wealth Partners first reported a position in Invesco NASDAQ 100 ETF in Q3 2022 and has held it in 13 quarters since.
1,348 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.