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Shuttleworth & Co’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Shuttleworth & Co’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 		$5.77M Buy
19,034
+4,316
+29% +$1.22M 4.61% 2
2026
Q1 		$3.5M Buy
14,718
+577
+4% +$144K 3.16% 4
2025
Q4 		$3.58M Buy
14,141
+1,170
+9% +$296K 3.27% 3
2025
Q3 		$3.21M Buy
+12,971
New +$3.06M 2.91% 6

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Shuttleworth & Co's QQQM Position: Q2 2026 in Review

Shuttleworth & Co increased its Invesco NASDAQ 100 ETF (QQQM) stake by 29% in Q2 2026, buying an estimated $1.22M and bringing the position to 19,034 shares worth $5.77M. The position accounts for 4.61% of the portfolio, ranked #2.

Shuttleworth & Co first reported a position in QQQM in Q3 2025 and has held it in 4 quarters since. 1,353 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Shuttleworth & Co held 19,034 shares of Invesco NASDAQ 100 ETF worth $5.77M as of Q2 2026.
  • Shuttleworth & Co bought 4,316 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $1.22M.
  • Invesco NASDAQ 100 ETF made up 4.61% of Shuttleworth & Co's portfolio in Q2 2026, its #2 holding.
  • Shuttleworth & Co first reported a position in Invesco NASDAQ 100 ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.