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Tyler-Stone Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Tyler-Stone Wealth Management’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
2025
Q2 		$1.48M Buy
6,521
+1,423
+28% +$291K 0.24% 83
2025
Q1 		$984K Sell
5,098
-3,820
-43% -$799K 0.18% 110
2024
Q4 		$1.88M Sell
8,918
-732
-8% -$152K 0.33% 59
2024
Q3 		$1.94M Buy
9,650
+5,825
+152% +$1.13M 0.37% 56
2024
Q2 		$754K Buy
3,825
+330
+9% +$61.1K 0.31% 62
2024
Q1 		$639K Buy
3,495
+1,635
+88% +$289K 0.28% 75
2023
Q4 		$313K Buy
1,860
+405
+28% +$63.3K 0.16% 125
2023
Q3 		$214K Buy
1,455
+60
+4% +$9.15K 0.12% 149
2023
Q2 		$212K Buy
+1,395
New +$193K 0.12% 153
2022
Q4 		$249K Buy
2,275
+170
+8% +$19.3K 0.17% 126
2022
Q3 		$231K Buy
2,105
+650
+45% +$80.7K 0.18% 121
2022
Q2 		$168K Sell
1,455
-567
-28% -$72.4K 0.11% 165
2022
Q1 		$301K Sell
2,022
-1,529
-43% -$223K 0.17% 126
2021
Q4 		$581K Buy
+3,551
New +$564K 0.31% 71

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tyler-Stone Wealth Management's QQQM Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 28% in Q2 2025, buying an estimated $291K and bringing the position to 6,521 shares worth $1.48M. The position accounts for 0.24% of the portfolio, ranked #83.

Tyler-Stone Wealth Management first reported a position in QQQM in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.94M in Q3 2024. 953 funds tracked by Wall St. Rank hold QQQM as of Q2 2025.

  • Tyler-Stone Wealth Management held 6,521 shares of Invesco NASDAQ 100 ETF worth $1.48M as of Q2 2025.
  • Tyler-Stone Wealth Management bought 1,423 Invesco NASDAQ 100 ETF shares in Q2 2025, an estimated $291K.
  • Invesco NASDAQ 100 ETF made up 0.24% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #83 holding.
  • Tyler-Stone Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Invesco NASDAQ 100 ETF position peaked at $1.94M in Q3 2024.
  • 953 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.