Winthrop Advisory Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Winthrop Advisory Group’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	$20.9M	Buy	69,033 +19,716	+40%	+$5.59M	1.41%	17
2026 Q1	$11.7M	Buy	49,317 +13,076	+36%	+$3.27M	0.96%	19
2025 Q4	$9.17M	Buy	36,241 +5,761	+19%	+$1.46M	0.78%	22
2025 Q3	$7.53M	Buy	30,480 +9,153	+43%	+$2.16M	0.66%	24
2025 Q2	$4.84M	Buy	21,327 +12,756	+149%	+$2.61M	0.47%	33
2025 Q1	$1.65M	Buy	8,571 +3,359	+64%	+$703K	0.2%	46
2024 Q4	$1.1M	Buy	+5,212	New	+$1.09M	0.13%	56

Other funds holding QQQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Winthrop Advisory Group's QQQM Position: Q2 2026 in Review

Winthrop Advisory Group increased its Invesco NASDAQ 100 ETF (QQQM) stake by 40% in Q2 2026, buying an estimated $5.59M and bringing the position to 69,033 shares worth $20.9M. The position accounts for 1.41% of the portfolio, ranked #17.

Winthrop Advisory Group first reported a position in QQQM in Q4 2024 and has held it in 7 quarters since. 1,352 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Winthrop Advisory Group held 69,033 shares of Invesco NASDAQ 100 ETF worth $20.9M as of Q2 2026.
Winthrop Advisory Group bought 19,716 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $5.59M.
Invesco NASDAQ 100 ETF made up 1.41% of Winthrop Advisory Group's portfolio in Q2 2026, its #17 holding.
Winthrop Advisory Group first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 7 quarters since.
1,352 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.