Whalen Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Whalen Wealth 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 Q1	$668K	Buy	+2,811	New	+$703K	0.36%	76

Other funds holding QQQM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Whalen Wealth Management's QQQM Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q1 2026: 2,811 shares worth $668K. The stake represents 0.36% of the portfolio and ranks #76 among its holdings.

1,186 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

Whalen Wealth Management held 2,811 shares of Invesco NASDAQ 100 ETF worth $668K as of Q1 2026.
Invesco NASDAQ 100 ETF was a new Whalen Wealth Management position in Q1 2026.
Invesco NASDAQ 100 ETF made up 0.36% of Whalen Wealth Management's portfolio in Q1 2026, its #76 holding.
1,186 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.