WMWM
QQQM icon

Whitaker-Myers Wealth Managers’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Whitaker-Myers Wealth Managers’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 		$37.4M Buy
123,304
+4,574
+4% +$1.3M 6.24% 3
2026
Q1 		$28.2M Buy
118,730
+2,030
+2% +$508K 5.62% 4
2025
Q4 		$29.5M Sell
116,700
-11,600
-9% -$2.93M 6.16% 3
2025
Q3 		$31.7M Sell
128,300
-8,941
-7% -$2.11M 6.91% 2
2025
Q2 		$31.2M Buy
137,241
+9,252
+7% +$1.89M 7.85% 3
2025
Q1 		$24.7M Sell
127,989
-10,933
-8% -$2.29M 6.93% 4
2024
Q4 		$29.2M Buy
138,922
+34,834
+33% +$7.25M 8.52% 2
2024
Q3 		$20.9M Sell
104,088
-12,837
-11% -$2.5M 6.95% 3
2024
Q2 		$23M Buy
116,925
+14,926
+15% +$2.76M 8.51% 3
2024
Q1 		$18.6M Sell
101,999
-114
-0.1% -$20.1K 7.86% 3
2023
Q4 		$17.2M Buy
102,113
+24,984
+32% +$3.9M 8.57% 2
2023
Q3 		$11.4M Buy
77,129
+19,299
+33% +$2.94M 7.06% 4
2023
Q2 		$8.79M Buy
57,830
+11,439
+25% +$1.58M 5.89% 4
2023
Q1 		$6.12M Buy
46,391
+18,423
+66% +$2.24M 4.74% 6
2022
Q4 		$3.06M Buy
+27,968
New +$3.18M 2.94% 7

Other funds holding QQQM

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RWM
Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return