Winch Advisory Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Winch Advisory 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 Q3	$229K	Buy	+752	New	+$221K	0.05%	102

Other funds holding QQQM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winch Advisory Services's QQQM Position: Q3 2026 in Review

Winch Advisory Services opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q3 2026: 752 shares worth $229K. The stake represents 0.05% of the portfolio and ranks #102 among its holdings.

943 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

Winch Advisory Services held 752 shares of Invesco NASDAQ 100 ETF worth $229K as of Q3 2026.
Invesco NASDAQ 100 ETF was a new Winch Advisory Services position in Q3 2026.
Invesco NASDAQ 100 ETF made up 0.05% of Winch Advisory Services's portfolio in Q3 2026, its #102 holding.
943 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Winch Advisory Services's 13F filing for Q3 2026, filed 6 Nov 2026.