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QQQM icon

The Wealth Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

The Wealth Group’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 		$10.5M Buy
34,801
+5,631
+19% +$1.6M 2.02% 10
2026
Q1 		$6.93M Buy
29,170
+4,767
+20% +$1.19M 1.58% 11
2025
Q4 		$6.17M Buy
24,403
+15,504
+174% +$3.92M 1.38% 11
2025
Q3 		$2.2M Buy
8,899
+1,569
+21% +$370K 0.51% 25
2025
Q2 		$1.66M Buy
+7,330
New +$1.5M 0.42% 30

Other funds holding QQQM

Wealth Enhancement Advisory Services
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
GI
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
WA
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

The Wealth Group's QQQM Position: Q2 2026 in Review

The Wealth Group increased its Invesco NASDAQ 100 ETF (QQQM) stake by 19% in Q2 2026, buying an estimated $1.6M and bringing the position to 34,801 shares worth $10.5M. The position accounts for 2.02% of the portfolio, ranked #10.

The Wealth Group first reported a position in QQQM in Q2 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • The Wealth Group held 34,801 shares of Invesco NASDAQ 100 ETF worth $10.5M as of Q2 2026.
  • The Wealth Group bought 5,631 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $1.6M.
  • Invesco NASDAQ 100 ETF made up 2.02% of The Wealth Group's portfolio in Q2 2026, its #10 holding.
  • The Wealth Group first reported a position in Invesco NASDAQ 100 ETF in Q2 2025 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.