Sulzberger Capital Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Sulzberger Capital Advisors’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	$3.87M	Sell	12,777 -700	-5%	-$198K	3.78%	8
2026 Q1	$3.2M	Sell	13,477 -425	-3%	-$106K	3.27%	11
2025 Q4	$3.52M	Buy	13,902 +468	+3%	+$118K	3.55%	9
2025 Q3	$3.32M	Buy	13,434 +850	+7%	+$200K	3.7%	7
2025 Q2	$2.86M	Sell	12,584 -1,773	-12%	-$363K	3.34%	7
2025 Q1	$2.77M	Sell	14,357 -7,768	-35%	-$1.62M	3.64%	8
2024 Q4	$4.66M	Buy	+22,125	New	+$4.61M	5.26%	7

Other funds holding QQQM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RWM

Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Sulzberger Capital Advisors's QQQM Position: Q2 2026 in Review

Sulzberger Capital Advisors reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 5.2% in Q2 2026, selling an estimated $198K and leaving 12,777 shares worth $3.87M. The position accounts for 3.78% of the portfolio, ranked #8.

Sulzberger Capital Advisors first reported a position in QQQM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.66M in Q4 2024. 245 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Sulzberger Capital Advisors held 12,777 shares of Invesco NASDAQ 100 ETF worth $3.87M as of Q2 2026.
Sulzberger Capital Advisors sold 700 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $198K.
Invesco NASDAQ 100 ETF made up 3.78% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #8 holding.
Sulzberger Capital Advisors first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 7 quarters since.
Sulzberger Capital Advisors's Invesco NASDAQ 100 ETF position peaked at $4.66M in Q4 2024.
245 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.