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Sightline Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Sightline Wealth 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 		$2.95M Buy
9,721
+860
+10% +$244K 1.08% 23
2026
Q1 		$2.11M Sell
8,861
-3
-0% -$750 0.89% 26
2025
Q4 		$2.24M Sell
8,864
-231
-3% -$58.4K 0.96% 25
2025
Q3 		$2.25M Sell
9,095
-8
-0.1% -$1.89K 1.01% 23
2025
Q2 		$2.07M Buy
9,103
+453
+5% +$92.8K 1% 23
2025
Q1 		$1.67M Buy
8,650
+540
+7% +$113K 0.88% 24
2024
Q4 		$1.71M Buy
8,110
+315
+4% +$65.6K 0.92% 23
2024
Q3 		$1.57M Buy
7,795
+510
+7% +$99.3K 0.86% 23
2024
Q2 		$1.44M Buy
7,285
+7
+0.1% +$1.3K 0.89% 22
2024
Q1 		$1.33M Buy
7,278
+9
+0.1% +$1.59K 0.88% 26
2023
Q4 		$1.23M Buy
7,269
+280
+4% +$43.7K 0.93% 24
2023
Q3 		$1.03M Sell
6,989
-57
-0.8% -$8.7K 0.96% 24
2023
Q2 		$930K Hold
7,046
– – 0.92% 24
2023
Q1 		$930K Sell
7,046
-373
-5% -$45.3K 0.95% 23
2022
Q4 		$813K Buy
7,419
+3,556
+92% +$405K 0.88% 25
2022
Q3 		$443K Buy
3,863
+1,189
+44% +$148K 0.52% 30
2022
Q2 		$307K Buy
+2,674
New +$341K 0.3% 42

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

Sightline Wealth Advisors's QQQM Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 9.7% in Q2 2026, buying an estimated $244K and bringing the position to 9,721 shares worth $2.95M. The position accounts for 1.08% of the portfolio, ranked #23.

Sightline Wealth Advisors first reported a position in QQQM in Q2 2022 and has held it in 17 quarters since. 1,353 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Sightline Wealth Advisors held 9,721 shares of Invesco NASDAQ 100 ETF worth $2.95M as of Q2 2026.
  • Sightline Wealth Advisors bought 860 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $244K.
  • Invesco NASDAQ 100 ETF made up 1.08% of Sightline Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Sightline Wealth Advisors first reported a position in Invesco NASDAQ 100 ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.