VCI Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

VCI 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
2026 Q2	$413K	Sell	1,364 -64	-4%	-$18.1K	0.1%	82
2026 Q1	$339K	Buy	1,428 +129	+10%	+$32.3K	0.09%	110
2025 Q4	$329K	Buy	1,299 +204	+19%	+$51.5K	0.09%	98
2025 Q3	$271K	Buy	1,095 +137	+14%	+$32.3K	0.08%	112
2025 Q2	$218K	Buy	+958	New	+$196K	0.08%	103
2025 Q1	–	Sell	-1,029	Closed	-$217K	–	106
2024 Q4	$217K	Buy	1,029 +21	+2%	+$4.37K	0.09%	86
2024 Q3	$202K	Buy	+1,008	New	+$196K	0.09%	94

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

VCI Wealth Management's QQQM Position: Q2 2026 in Review

VCI Wealth Management reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 4.5% in Q2 2026, selling an estimated $18.1K and leaving 1,364 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #82.

VCI Wealth Management first reported a position in QQQM in Q3 2024 and has held it in 7 quarters since. 1,361 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

VCI Wealth Management held 1,364 shares of Invesco NASDAQ 100 ETF worth $413K as of Q2 2026.
VCI Wealth Management sold 64 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $18.1K.
Invesco NASDAQ 100 ETF made up 0.1% of VCI Wealth Management's portfolio in Q2 2026, its #82 holding.
VCI Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q3 2024 and has held it in 7 quarters since.
1,361 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.