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 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Simplicity Wealth's QQQM Position: Q1 2026 in Review

Simplicity Wealth increased its Invesco NASDAQ 100 ETF (QQQM) stake by 22% in Q1 2026, buying an estimated $129K and bringing the position to 2,821 shares worth $670K. The position accounts for 0.04% of the portfolio, ranked #382.

Simplicity Wealth first reported a position in QQQM in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q2 2025. 1,186 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

Simplicity Wealth held 2,821 shares of Invesco NASDAQ 100 ETF worth $670K as of Q1 2026.
Simplicity Wealth bought 514 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $129K.
Invesco NASDAQ 100 ETF made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #382 holding.
Simplicity Wealth first reported a position in Invesco NASDAQ 100 ETF in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's Invesco NASDAQ 100 ETF position peaked at $1.57M in Q2 2025.
1,186 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.