Ridgeline Wealth Planning’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Ridgeline Wealth Planning’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	$271K	Buy	893 +7	+0.8%	+$1.98K	0.17%	45
2026 Q1	$211K	Buy	886 +37	+4%	+$9.26K	0.15%	48
2025 Q4	$215K	Sell	849 -7	-0.8%	-$1.77K	0.15%	48
2025 Q3	$212K	Buy	+856	New	+$202K	0.16%	41
2025 Q1	–	Sell	-951	Closed	-$200K	–	38
2024 Q4	$200K	Buy	+951	New	+$198K	0.19%	37

Other funds holding QQQM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Ridgeline Wealth Planning's QQQM Position: Q2 2026 in Review

Ridgeline Wealth Planning increased its Invesco NASDAQ 100 ETF (QQQM) stake by 0.79% in Q2 2026, buying an estimated $1.98K and bringing the position to 893 shares worth $271K. The position accounts for 0.17% of the portfolio, ranked #45.

Ridgeline Wealth Planning first reported a position in QQQM in Q4 2024 and has held it in 5 quarters since. 715 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Ridgeline Wealth Planning held 893 shares of Invesco NASDAQ 100 ETF worth $271K as of Q2 2026.
Ridgeline Wealth Planning bought 7 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $1.98K.
Invesco NASDAQ 100 ETF made up 0.17% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #45 holding.
Ridgeline Wealth Planning first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 5 quarters since.
715 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.