Wall Street Financial Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Wall Street Financial 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 Q2	$12M	Sell	39,674 -693	-2%	-$196K	6.43%	2
2026 Q1	$9.59M	Sell	40,367 -12,032	-23%	-$3.01M	5.68%	2
2025 Q4	$13.3M	Buy	52,399 +23	+0%	+$5.81K	9.66%	2
2025 Q3	$12.9M	Buy	52,376 +10,448	+25%	+$2.46M	9.5%	2
2025 Q2	$9.52M	Sell	41,928 -10,323	-20%	-$2.11M	8.59%	2
2025 Q1	$10.1M	Sell	52,251 -1,055	-2%	-$221K	10.45%	2
2024 Q4	$11.2M	Buy	53,306 +2,028	+4%	+$422K	10.96%	2
2024 Q3	$10.3M	Buy	51,278 +17,192	+50%	+$3.35M	10.86%	2
2024 Q2	$6.72M	Buy	+34,086	New	+$6.31M	11.42%	2

Other funds holding QQQM

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return