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Spire Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Spire Wealth 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
Q2 		$1.74M Buy
5,742
+283
+5% +$80.2K 0.05% 297
2026
Q1 		$1.3M Buy
5,459
+106
+2% +$26.5K 0.04% 344
2025
Q4 		$1.35M Buy
5,353
+52
+1% +$13.1K 0.05% 333
2025
Q3 		$1.31M Buy
5,301
+89
+2% +$21K 0.04% 332
2025
Q2 		$1.18M Buy
5,212
+760
+17% +$156K 0.04% 330
2025
Q1 		$859K Buy
4,452
+1,890
+74% +$395K 0.03% 437
2024
Q4 		$539K Buy
2,562
+1,380
+117% +$287K 0.02% 534
2024
Q3 		$237K Sell
1,182
-1,160
-50% -$226K 0.01% 690
2024
Q2 		$462K Buy
2,342
+2,232
+2,029% +$413K 0.02% 499
2024
Q1 		$20K Sell
110
-4,220
-97% -$745K ﹤0.01% 1512
2023
Q4 		$751K Buy
4,330
+211
+5% +$33K 0.02% 425
2023
Q3 		$607K Sell
4,119
-3,972
-49% -$606K 0.02% 438
2023
Q2 		$1.23M Buy
8,091
+1,651
+26% +$229K 0.05% 310
2023
Q1 		$850K Buy
6,440
+6,333
+5,919% +$769K 0.03% 375
2022
Q4 		$12K Hold
107
– – ﹤0.01% 1550
2022
Q3 		$12K Sell
107
-1,354
-93% -$168K ﹤0.01% 1514
2022
Q2 		$168K Sell
1,461
-125
-8% -$16K 0.01% 825
2022
Q1 		$236K Buy
+1,586
New +$232K 0.01% 822

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

Spire Wealth Management's QQQM Position: Q2 2026 in Review

Spire Wealth Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 5.2% in Q2 2026, buying an estimated $80.2K and bringing the position to 5,742 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #297.

Spire Wealth Management first reported a position in QQQM in Q1 2022 and has held it in 18 quarters since. 1,357 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Spire Wealth Management held 5,742 shares of Invesco NASDAQ 100 ETF worth $1.74M as of Q2 2026.
  • Spire Wealth Management bought 283 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $80.2K.
  • Invesco NASDAQ 100 ETF made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #297 holding.
  • Spire Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.