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
Q3 		$520K Sell
1,706
-80
-4% -$23.5K 0.19% 141
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Ridgewood Investments's QQQM Position: Q3 2026 in Review

Ridgewood Investments reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 4.5% in Q3 2026, selling an estimated $23.5K and leaving 1,706 shares worth $520K. The position accounts for 0.19% of the portfolio, ranked #141.

Ridgewood Investments first reported a position in QQQM in Q2 2024 and has held it in 9 quarters since. The position peaked at $541K in Q2 2026. 70 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Ridgewood Investments held 1,706 shares of Invesco NASDAQ 100 ETF worth $520K as of Q3 2026.
  • Ridgewood Investments sold 80 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $23.5K.
  • Invesco NASDAQ 100 ETF made up 0.19% of Ridgewood Investments's portfolio in Q3 2026, its #141 holding.
  • Ridgewood Investments first reported a position in Invesco NASDAQ 100 ETF in Q2 2024 and has held it in 9 quarters since.
  • Ridgewood Investments's Invesco NASDAQ 100 ETF position peaked at $541K in Q2 2026.
  • 70 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.