Sequoia Financial Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Sequoia Financial Advisors’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	$1.62M	Sell	5,335 -461	-8%	-$131K	0.01%	723
2026 Q1	$1.38M	Buy	5,796 +1,914	+49%	+$479K	0.01%	755
2025 Q4	$982K	Buy	3,882 +750	+24%	+$189K	0.01%	897
2025 Q3	$774K	Buy	3,132 +503	+19%	+$119K	﹤0.01%	915
2025 Q2	$597K	Sell	2,629 -27	-1%	-$5.53K	﹤0.01%	917
2025 Q1	$513K	Buy	2,656 +1,270	+92%	+$266K	﹤0.01%	845
2024 Q4	$292K	Buy	1,386 +190	+16%	+$39.6K	﹤0.01%	1030
2024 Q3	$240K	Buy	1,196 +74	+7%	+$14.4K	﹤0.01%	1084
2024 Q2	$221K	Buy	1,122 +3	+0.3%	+$555	﹤0.01%	1050
2024 Q1	$204K	Buy	+1,119	New	+$197K	﹤0.01%	1058

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

Sequoia Financial Advisors's QQQM Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 8% in Q2 2026, selling an estimated $131K and leaving 5,335 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #723.

Sequoia Financial Advisors first reported a position in QQQM in Q1 2024 and has held it in 10 quarters since. 1,353 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Sequoia Financial Advisors held 5,335 shares of Invesco NASDAQ 100 ETF worth $1.62M as of Q2 2026.
Sequoia Financial Advisors sold 461 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $131K.
Invesco NASDAQ 100 ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #723 holding.
Sequoia Financial Advisors first reported a position in Invesco NASDAQ 100 ETF in Q1 2024 and has held it in 10 quarters since.
1,353 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.