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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
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

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Wealthspire Advisors (New York)'s QQQM Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Invesco NASDAQ 100 ETF (QQQM) stake by 131% in Q1 2026, buying an estimated $279K and bringing the position to 1,963 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Wealthspire Advisors (New York) first reported a position in QQQM in Q3 2025 and has held it in 3 quarters since. 1,190 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

  • Wealthspire Advisors (New York) held 1,963 shares of Invesco NASDAQ 100 ETF worth $466K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 1,114 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $279K.
  • Invesco NASDAQ 100 ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #592 holding.
  • Wealthspire Advisors (New York) first reported a position in Invesco NASDAQ 100 ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.