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Unique Wealth Strategies’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Unique Wealth Strategies’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 		$436K Buy
1,438
+48
+3% +$13.6K 0.16% 164
2026
Q1 		$330K Buy
1,390
+25
+2% +$6.25K 0.13% 184
2025
Q4 		$345K Sell
1,365
-18,532
-93% -$4.68M 0.13% 177
2025
Q3 		$958K Buy
+19,897
New +$4.69M 0.37% 69

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Unique Wealth Strategies's QQQM Position: Q2 2026 in Review

Unique Wealth Strategies increased its Invesco NASDAQ 100 ETF (QQQM) stake by 3.5% in Q2 2026, buying an estimated $13.6K and bringing the position to 1,438 shares worth $436K. The position accounts for 0.16% of the portfolio, ranked #164.

Unique Wealth Strategies first reported a position in QQQM in Q3 2025 and has held it in 4 quarters since. The position peaked at $958K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Unique Wealth Strategies held 1,438 shares of Invesco NASDAQ 100 ETF worth $436K as of Q2 2026.
  • Unique Wealth Strategies bought 48 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $13.6K.
  • Invesco NASDAQ 100 ETF made up 0.16% of Unique Wealth Strategies's portfolio in Q2 2026, its #164 holding.
  • Unique Wealth Strategies first reported a position in Invesco NASDAQ 100 ETF in Q3 2025 and has held it in 4 quarters since.
  • Unique Wealth Strategies's Invesco NASDAQ 100 ETF position peaked at $958K in Q3 2025.
  • 1,356 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.