Wealthspire Advisors (New York)’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Wealthspire Advisors (New York)’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	$2.36M	Buy	7,785 +5,822	+297%	+$1.65M	0.01%	392
2026 Q1	$466K	Buy	1,963 +1,114	+131%	+$279K	﹤0.01%	592
2025 Q4	$215K	Buy	849 +171	+25%	+$43.2K	﹤0.01%	944
2025 Q3	$168K	Buy	+678	New	+$160K	﹤0.01%	854

Other funds holding QQQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthspire Advisors (New York)'s QQQM Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Invesco NASDAQ 100 ETF (QQQM) stake by 297% in Q2 2026, buying an estimated $1.65M and bringing the position to 7,785 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #392.

Wealthspire Advisors (New York) first reported a position in QQQM in Q3 2025 and has held it in 4 quarters since. 1,363 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Wealthspire Advisors (New York) held 7,785 shares of Invesco NASDAQ 100 ETF worth $2.36M as of Q2 2026.
Wealthspire Advisors (New York) bought 5,822 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $1.65M.
Invesco NASDAQ 100 ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #392 holding.
Wealthspire Advisors (New York) first reported a position in Invesco NASDAQ 100 ETF in Q3 2025 and has held it in 4 quarters since.
1,363 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.