Wealth Enhancement Advisory Services
QQQM icon

Wealth Enhancement Advisory Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Wealth Enhancement Advisory 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 		$255M Buy
859,095
+6,929
+0.8% +$1.96M 0.43% 38
2026
Q1 		$204M Sell
852,166
-319,739
-27% -$80M 0.42% 36
2025
Q4 		$301M Buy
1,171,905
+41,945
+4% +$10.6M 0.41% 40
2025
Q3 		$281M Buy
1,129,960
+10,744
+1% +$2.53M 0.43% 42
2025
Q2 		$256M Sell
1,119,216
-5,805
-0.5% -$1.19M 0.42% 41
2025
Q1 		$217M Sell
1,125,021
-505,103
-31% -$106M 0.42% 41
2024
Q4 		$343M Buy
1,630,124
+172,596
+12% +$35.9M 0.66% 24
2024
Q3 		$293M Buy
1,457,528
+45,946
+3% +$8.95M 0.63% 26
2024
Q2 		$278M Sell
1,411,582
-16,805
-1% -$3.11M 0.66% 23
2024
Q1 		$261M Buy
1,428,387
+80,230
+6% +$14.2M 0.67% 24
2023
Q4 		$227M Buy
1,348,157
+431,928
+47% +$67.5M 0.66% 24
2023
Q3 		$135M Buy
+916,229
New +$140M 0.44% 44

Other funds holding QQQM

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services's QQQM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco NASDAQ 100 ETF (QQQM) stake by 0.81% in Q2 2026, buying an estimated $1.96M and bringing the position to 859,095 shares worth $255M. The position accounts for 0.43% of the portfolio, ranked #38.

Wealth Enhancement Advisory Services first reported a position in QQQM in Q3 2023 and has held it in 12 quarters since. The position peaked at $343M in Q4 2024. 245 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 859,095 shares of Invesco NASDAQ 100 ETF worth $255M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 6,929 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $1.96M.
  • Invesco NASDAQ 100 ETF made up 0.43% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #38 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco NASDAQ 100 ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Invesco NASDAQ 100 ETF position peaked at $343M in Q4 2024.
  • 245 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.