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

Wealth Management Associates’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 		$372K Hold
1,227
– – 0.1% 165
2026
Q1 		$291K Sell
1,227
-262
-18% -$65.5K 0.1% 186
2025
Q4 		$377K Buy
1,489
+538
+57% +$136K 0.13% 145
2025
Q3 		$235K Buy
+951
New +$224K 0.08% 204

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

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

Wealth Management Associates held its Invesco NASDAQ 100 ETF (QQQM) position steady in Q2 2026 at 1,227 shares worth $372K. The position accounts for 0.1% of the portfolio, ranked #165.

Wealth Management Associates first reported a position in QQQM in Q3 2025 and has held it in 4 quarters since. The position peaked at $377K in Q4 2025. 1,356 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Wealth Management Associates held 1,227 shares of Invesco NASDAQ 100 ETF worth $372K as of Q2 2026.
  • Wealth Management Associates left its Invesco NASDAQ 100 ETF share count unchanged in Q2 2026.
  • Invesco NASDAQ 100 ETF made up 0.1% of Wealth Management Associates's portfolio in Q2 2026, its #165 holding.
  • Wealth Management Associates first reported a position in Invesco NASDAQ 100 ETF in Q3 2025 and has held it in 4 quarters since.
  • Wealth Management Associates's Invesco NASDAQ 100 ETF position peaked at $377K in Q4 2025.
  • 1,356 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.