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Samalin Investment Counsel’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Samalin Investment Counsel’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 		$333K Sell
1,099
-171
-13% -$48.4K 0.1% 230
2026
Q1 		$302K Sell
1,270
-184
-13% -$46K 0.11% 241
2025
Q4 		$368K Sell
1,454
-784
-35% -$198K 0.13% 214
2025
Q3 		$553K Sell
2,238
-231
-9% -$54.5K 0.19% 168
2025
Q2 		$561K Buy
2,469
+745
+43% +$153K 0.21% 149
2025
Q1 		$333K Buy
1,724
+274
+19% +$57.3K 0.13% 226
2024
Q4 		$305K Buy
1,450
+191
+15% +$39.8K 0.13% 220
2024
Q3 		$253K Buy
1,259
+207
+20% +$40.3K 0.11% 241
2024
Q2 		$207K Buy
+1,052
New +$195K 0.1% 259

Other funds holding QQQM

Commonwealth Equity Services
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Samalin Investment Counsel's QQQM Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 13% in Q2 2026, selling an estimated $48.4K and leaving 1,099 shares worth $333K. The position accounts for 0.1% of the portfolio, ranked #230.

Samalin Investment Counsel first reported a position in QQQM in Q2 2024 and has held it in 9 quarters since. The position peaked at $561K in Q2 2025. 606 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Samalin Investment Counsel held 1,099 shares of Invesco NASDAQ 100 ETF worth $333K as of Q2 2026.
  • Samalin Investment Counsel sold 171 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $48.4K.
  • Invesco NASDAQ 100 ETF made up 0.1% of Samalin Investment Counsel's portfolio in Q2 2026, its #230 holding.
  • Samalin Investment Counsel first reported a position in Invesco NASDAQ 100 ETF in Q2 2024 and has held it in 9 quarters since.
  • Samalin Investment Counsel's Invesco NASDAQ 100 ETF position peaked at $561K in Q2 2025.
  • 606 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.