SIM
QQQM icon

Sims Investment Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Sims Investment 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
Q3 		$15.5M Buy
50,807
+965
+2% +$284K 4.83% 7
2026
Q2 		$15.1M Buy
49,842
+1,599
+3% +$453K 4.67% 7
2026
Q1 		$11.5M Buy
48,243
+1,094
+2% +$274K 4.21% 7
2025
Q4 		$11.9M Buy
47,149
+10
+0% +$2.53K 4.21% 7
2025
Q3 		$11.6M Buy
47,139
+2,787
+6% +$657K 4.22% 7
2025
Q2 		$10.1M Buy
44,352
+9,130
+26% +$1.87M 4.05% 7
2025
Q1 		$6.8M Buy
35,222
+14,205
+68% +$2.97M 3.04% 7
2024
Q4 		$4.42M Buy
+21,017
New +$4.38M 2.5% 10

Other funds holding QQQM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Sims Investment Management's QQQM Position: Q3 2026 in Review

Sims Investment Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 1.9% in Q3 2026, buying an estimated $284K and bringing the position to 50,807 shares worth $15.5M. The position accounts for 4.83% of the portfolio, ranked #7.

Sims Investment Management first reported a position in QQQM in Q4 2024 and has held it in 8 quarters since. 170 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Sims Investment Management held 50,807 shares of Invesco NASDAQ 100 ETF worth $15.5M as of Q3 2026.
  • Sims Investment Management bought 965 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $284K.
  • Invesco NASDAQ 100 ETF made up 4.83% of Sims Investment Management's portfolio in Q3 2026, its #7 holding.
  • Sims Investment Management first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 8 quarters since.
  • 170 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.