SSWM
QQQM icon

Sheets Smith Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Sheets Smith Wealth Management’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 		$453K Buy
1,496
+256
+21% +$72.5K 0.05% 306
2026
Q1 		$295K Buy
1,240
+113
+10% +$28.3K 0.03% 348
2025
Q4 		$285K Buy
1,127
+54
+5% +$13.6K 0.03% 353
2025
Q3 		$265K Sell
1,073
-13
-1% -$3.06K 0.03% 368
2025
Q2 		$247K Buy
1,086
+20
+2% +$4.09K 0.03% 367
2025
Q1 		$206K Buy
+1,066
New +$223K 0.03% 344

Other funds holding QQQM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RWM
Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sheets Smith Wealth Management's QQQM Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 21% in Q2 2026, buying an estimated $72.5K and bringing the position to 1,496 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #306.

Sheets Smith Wealth Management first reported a position in QQQM in Q1 2025 and has held it in 6 quarters since. 236 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Sheets Smith Wealth Management held 1,496 shares of Invesco NASDAQ 100 ETF worth $453K as of Q2 2026.
  • Sheets Smith Wealth Management bought 256 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $72.5K.
  • Invesco NASDAQ 100 ETF made up 0.05% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Sheets Smith Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q1 2025 and has held it in 6 quarters since.
  • 236 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.