WIM
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Westside Investment Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Westside Investment Management’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 		$6.3M Buy
20,799
+181
+0.9% +$51.3K 0.83% 31
2026
Q1 		$4.9M Buy
20,618
+4,118
+25% +$1.03M 0.75% 33
2025
Q4 		$4.17M Sell
16,500
-538
-3% -$136K 0.67% 37
2025
Q3 		$4.21M Sell
17,038
-133
-0.8% -$31.4K 0.67% 36
2025
Q2 		$3.9M Buy
17,171
+3,167
+23% +$648K 0.72% 33
2025
Q1 		$2.7M Buy
14,004
+2,809
+25% +$588K 0.58% 47
2024
Q4 		$2.36M Sell
11,195
-138
-1% -$28.7K 0.5% 54
2024
Q3 		$2.27M Buy
11,333
+1,650
+17% +$321K 0.48% 54
2024
Q2 		$1.91M Buy
9,683
+1,120
+13% +$207K 0.44% 57
2024
Q1 		$1.56M Buy
8,563
+830
+11% +$146K 0.38% 71
2023
Q4 		$1.3M Buy
7,733
+2,210
+40% +$345K 0.33% 77
2023
Q3 		$814K Sell
5,523
-155
-3% -$23.6K 0.23% 105
2023
Q2 		$863K Sell
5,678
-60
-1% -$8.31K 0.24% 103
2023
Q1 		$757K Buy
5,738
+490
+9% +$59.5K 0.22% 106
2022
Q4 		$54.9K Buy
5,248
+5,173
+6,897% +$589K 0.14% 122
2022
Q3 		$8 Buy
+75
New +$9.31K ﹤0.01% 636

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

Westside Investment Management's QQQM Position: Q2 2026 in Review

Westside Investment Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 0.88% in Q2 2026, buying an estimated $51.3K and bringing the position to 20,799 shares worth $6.3M. The position accounts for 0.83% of the portfolio, ranked #31.

Westside Investment Management first reported a position in QQQM in Q3 2022 and has held it in 16 quarters since. 1,356 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Westside Investment Management held 20,799 shares of Invesco NASDAQ 100 ETF worth $6.3M as of Q2 2026.
  • Westside Investment Management bought 181 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $51.3K.
  • Invesco NASDAQ 100 ETF made up 0.83% of Westside Investment Management's portfolio in Q2 2026, its #31 holding.
  • Westside Investment Management first reported a position in Invesco NASDAQ 100 ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.