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

SteelPeak 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	$309K	Buy	+1,019	New	+$289K	0.01%	515
2026 Q1	–	Sell	-937	Closed	-$237K	–	634
2025 Q4	$237K	Sell	937 -195	-17%	-$49.3K	0.01%	472
2025 Q3	$280K	Buy	1,132 +114	+11%	+$26.9K	0.01%	480
2025 Q2	$231K	Buy	+1,018	New	+$208K	0.01%	464
2023 Q2	–	Sell	-2,310	Closed	-$305K	–	493
2023 Q1	$305K	Buy	+2,310	New	+$280K	0.02%	300
2022 Q2	–	Sell	-7,903	Closed	-$1.18M	–	466
2022 Q1	$1.18M	Buy	+7,903	New	+$1.15M	0.07%	167

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

SteelPeak Wealth's QQQM Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q2 2026: 1,019 shares worth $309K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in QQQM as recently as Q4 2025.

SteelPeak Wealth first reported a position in QQQM in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.18M in Q1 2022. 1,344 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

SteelPeak Wealth held 1,019 shares of Invesco NASDAQ 100 ETF worth $309K as of Q2 2026.
Invesco NASDAQ 100 ETF was a new SteelPeak Wealth position in Q2 2026.
Invesco NASDAQ 100 ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #515 holding.
SteelPeak Wealth first reported a position in Invesco NASDAQ 100 ETF in Q1 2022 and has held it in 6 quarters since.
SteelPeak Wealth's Invesco NASDAQ 100 ETF position peaked at $1.18M in Q1 2022.
1,344 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.