RMR Wealth Builders’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

RMR Wealth Builders’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	$582K	Sell	1,921 -118	-6%	-$33.4K	0.04%	182
2026 Q1	$485K	Buy	2,039 +91	+5%	+$22.8K	0.04%	178
2025 Q4	$493K	Buy	1,948 +923	+90%	+$233K	0.04%	174
2025 Q3	$253K	Hold	1,025	–	–	0.02%	247
2025 Q2	$233K	Buy	+1,025	New	+$210K	0.02%	260
2024 Q1	–	Sell	-1,276	Closed	-$215K	–	261
2023 Q4	$215K	Buy	+1,276	New	+$199K	0.03%	217
2021 Q2	–	Sell	-191	Closed	-$25K	–	569
2021 Q1	$25K	Buy	+191	New	+$25.1K	0.01%	480

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

RMR Wealth Builders's QQQM Position: Q2 2026 in Review

RMR Wealth Builders reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 5.8% in Q2 2026, selling an estimated $33.4K and leaving 1,921 shares worth $582K. The position accounts for 0.04% of the portfolio, ranked #182.

RMR Wealth Builders first reported a position in QQQM in Q1 2021 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

RMR Wealth Builders held 1,921 shares of Invesco NASDAQ 100 ETF worth $582K as of Q2 2026.
RMR Wealth Builders sold 118 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $33.4K.
Invesco NASDAQ 100 ETF made up 0.04% of RMR Wealth Builders's portfolio in Q2 2026, its #182 holding.
RMR Wealth Builders first reported a position in Invesco NASDAQ 100 ETF in Q1 2021 and has held it in 7 quarters since.
1,350 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

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