Turning Point Benefit Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Turning Point Benefit 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 Q3	$5.61M	Buy	18,356 +1,030	+6%	+$303K	2.29%	10
2026 Q2	$5.2M	Buy	17,326 +12,762	+280%	+$3.62M	2.24%	8
2026 Q1	$1.11M	Sell	4,564 -9,456	-67%	-$2.37M	0.7%	34
2025 Q4	$3.55M	Buy	14,020 +2,314	+20%	+$585K	1.85%	13
2025 Q3	$2.91M	Buy	11,706 +3,536	+43%	+$834K	1.75%	12
2025 Q2	$1.86M	Buy	8,170 +6,058	+287%	+$1.24M	1.41%	12
2025 Q1	$369K	Buy	2,112 +1,141	+118%	+$239K	0.34%	50
2024 Q4	$202K	Buy	+971	New	+$202K	0.19%	64

Other funds holding QQQM

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Turning Point Benefit Group's QQQM Position: Q3 2026 in Review

Turning Point Benefit Group increased its Invesco NASDAQ 100 ETF (QQQM) stake by 5.9% in Q3 2026, buying an estimated $303K and bringing the position to 18,356 shares worth $5.61M. The position accounts for 2.29% of the portfolio, ranked #10.

Turning Point Benefit Group first reported a position in QQQM in Q4 2024 and has held it in 8 quarters since. 840 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

Turning Point Benefit Group held 18,356 shares of Invesco NASDAQ 100 ETF worth $5.61M as of Q3 2026.
Turning Point Benefit Group bought 1,030 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $303K.
Invesco NASDAQ 100 ETF made up 2.29% of Turning Point Benefit Group's portfolio in Q3 2026, its #10 holding.
Turning Point Benefit Group first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 8 quarters since.
840 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Turning Point Benefit Group's 13F filing for Q3 2026, filed 28 Oct 2026.