RI
QQQM icon

Ridgewood Investments’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Ridgewood Investments’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 		$541K Buy
1,786
+176
+11% +$49.9K 0.2% 137
2026
Q1 		$383K Buy
+1,610
New +$403K 0.16% 156
2025
Q3 		$330K Buy
1,334
+181
+16% +$42.7K 0.14% 168
2025
Q2 		$262K Buy
1,153
+304
+36% +$62.2K 0.11% 176
2025
Q1 		$164K Buy
849
+423
+99% +$88.5K 0.08% 199
2024
Q4 		$89.7K Buy
426
+110
+35% +$22.9K 0.04% 248
2024
Q3 		$63.5K Buy
316
+249
+372% +$48.5K 0.03% 284
2024
Q2 		$13.2K Buy
+67
New +$12.4K 0.01% 477

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ridgewood Investments's QQQM Position: Q2 2026 in Review

Ridgewood Investments increased its Invesco NASDAQ 100 ETF (QQQM) stake by 11% in Q2 2026, buying an estimated $49.9K and bringing the position to 1,786 shares worth $541K. The position accounts for 0.2% of the portfolio, ranked #137.

Ridgewood Investments first reported a position in QQQM in Q2 2024 and has held it in 8 quarters since. 1,353 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Ridgewood Investments held 1,786 shares of Invesco NASDAQ 100 ETF worth $541K as of Q2 2026.
  • Ridgewood Investments bought 176 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $49.9K.
  • Invesco NASDAQ 100 ETF made up 0.2% of Ridgewood Investments's portfolio in Q2 2026, its #137 holding.
  • Ridgewood Investments first reported a position in Invesco NASDAQ 100 ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.