WMA
QQQM icon

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

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
SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 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. 296 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.
  • 296 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.