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Walker Financial Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Walker Financial Services’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 		$21.2M Buy
69,882
+9,277
+15% +$2.63M 6.55% 7
2026
Q1 		$14.4M Buy
60,605
+13,170
+28% +$3.29M 4.93% 9
2025
Q4 		$12M Buy
47,435
+15,134
+47% +$3.82M 4.35% 9
2025
Q3 		$7.98M Buy
+32,301
New +$7.61M 3.11% 11

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

Walker Financial Services's QQQM Position: Q2 2026 in Review

Walker Financial Services increased its Invesco NASDAQ 100 ETF (QQQM) stake by 15% in Q2 2026, buying an estimated $2.63M and bringing the position to 69,882 shares worth $21.2M. The position accounts for 6.55% of the portfolio, ranked #7.

Walker Financial Services first reported a position in QQQM in Q3 2025 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Walker Financial Services held 69,882 shares of Invesco NASDAQ 100 ETF worth $21.2M as of Q2 2026.
  • Walker Financial Services bought 9,277 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $2.63M.
  • Invesco NASDAQ 100 ETF made up 6.55% of Walker Financial Services's portfolio in Q2 2026, its #7 holding.
  • Walker Financial Services first reported a position in Invesco NASDAQ 100 ETF in Q3 2025 and has held it in 4 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.