Solitude Financial Services
QQQM icon

Solitude Financial Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Solitude Financial Services’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 		$11.9M Sell
39,146
-215
-0.5% -$63.3K 3.23% 8
2026
Q2 		$11.9M Buy
39,361
+1,234
+3% +$350K 3.3% 8
2026
Q1 		$10M Buy
38,127
+2,379
+7% +$595K 2.96% 9
2025
Q4 		$9.04M Buy
35,748
+5,286
+17% +$1.34M 2.98% 9
2025
Q3 		$7.53M Buy
+30,462
New +$7.18M 2.58% 11

Other funds holding QQQM

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Solitude Financial Services's QQQM Position: Q3 2026 in Review

Solitude Financial Services reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 0.55% in Q3 2026, selling an estimated $63.3K and leaving 39,146 shares worth $11.9M. The position accounts for 3.23% of the portfolio, ranked #8.

Solitude Financial Services first reported a position in QQQM in Q3 2025 and has held it in 5 quarters since. 655 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Solitude Financial Services held 39,146 shares of Invesco NASDAQ 100 ETF worth $11.9M as of Q3 2026.
  • Solitude Financial Services sold 215 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $63.3K.
  • Invesco NASDAQ 100 ETF made up 3.23% of Solitude Financial Services's portfolio in Q3 2026, its #8 holding.
  • Solitude Financial Services first reported a position in Invesco NASDAQ 100 ETF in Q3 2025 and has held it in 5 quarters since.
  • 655 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Solitude Financial Services's 13F filing for Q3 2026, filed 26 Oct 2026.