Simplicity Wealth’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Simplicity Wealth’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	$1.45M	Buy	4,778 +1,957	+69%	+$554K	0.05%	337
2026 Q1	$670K	Buy	2,821 +514	+22%	+$129K	0.04%	382
2025 Q4	$584K	Sell	2,307 -1,920	-45%	-$485K	0.03%	392
2025 Q3	$1.04M	Sell	4,227 -2,681	-39%	-$632K	0.06%	278
2025 Q2	$1.57M	Buy	6,908 +5,248	+316%	+$1.07M	0.07%	244
2025 Q1	$320K	Buy	+1,660	New	+$347K	0.02%	414
2024 Q4	–	Sell	-2,947	Closed	-$592K	–	469
2024 Q3	$592K	Sell	2,947 -1,178	-29%	-$229K	0.05%	267
2024 Q2	$813K	Buy	4,125 +130	+3%	+$24.1K	0.02%	592
2024 Q1	$730K	Buy	+3,995	New	+$705K	0.02%	614

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

Simplicity Wealth's QQQM Position: Q2 2026 in Review

Simplicity Wealth increased its Invesco NASDAQ 100 ETF (QQQM) stake by 69% in Q2 2026, buying an estimated $554K and bringing the position to 4,778 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #337.

Simplicity Wealth first reported a position in QQQM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.57M in Q2 2025. 1,356 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Simplicity Wealth held 4,778 shares of Invesco NASDAQ 100 ETF worth $1.45M as of Q2 2026.
Simplicity Wealth bought 1,957 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $554K.
Invesco NASDAQ 100 ETF made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #337 holding.
Simplicity Wealth first reported a position in Invesco NASDAQ 100 ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Invesco NASDAQ 100 ETF position peaked at $1.57M in Q2 2025.
1,356 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.