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

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

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. 1,355 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.
1,355 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.