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

SHP 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
Q1 		$593K Buy
2,495
+178
+8% +$44.5K 0.04% 136
2025
Q4 		$586K Buy
+2,317
New +$585K 0.05% 132

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

SHP Wealth Management's QQQM Position: Q1 2026 in Review

SHP Wealth Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 7.7% in Q1 2026, buying an estimated $44.5K and bringing the position to 2,495 shares worth $593K. The position accounts for 0.04% of the portfolio, ranked #136.

SHP Wealth Management first reported a position in QQQM in Q4 2025 and has held it in 2 quarters since. 1,190 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

  • SHP Wealth Management held 2,495 shares of Invesco NASDAQ 100 ETF worth $593K as of Q1 2026.
  • SHP Wealth Management bought 178 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $44.5K.
  • Invesco NASDAQ 100 ETF made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #136 holding.
  • SHP Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.