Weitzel Financial Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Weitzel Financial 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	$2.65M	Buy	9,065 +2,858	+46%	+$810K	0.9%	18
2026 Q1	$1.49M	Buy	6,207 +462	+8%	+$116K	0.56%	21
2025 Q4	$1.45M	Buy	5,745 +1,528	+36%	+$386K	0.56%	21
2025 Q3	$1.04M	Buy	4,217 +1,902	+82%	+$448K	0.42%	24
2025 Q2	$549K	Buy	2,315 +592	+34%	+$121K	0.23%	28
2025 Q1	$320K	Buy	1,723 +339	+24%	+$70.9K	0.15%	34
2024 Q4	$294K	Buy	1,384 +110	+9%	+$22.9K	0.14%	36
2024 Q3	$253K	Buy	1,274 +179	+16%	+$34.9K	0.12%	38
2024 Q2	$217K	Buy	+1,095	New	+$203K	0.11%	39
2021 Q1	–	Sell	-985	Closed	-$136K	–	28
2020 Q4	$136K	Buy	+985	New	+$119K	0.1%	27

Other funds holding QQQM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return