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

WJ 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
Q2 		$6.58M Buy
21,727
+102
+0.5% +$28.9K 2.6% 15
2026
Q1 		$5.14M Sell
21,625
-123
-0.6% -$30.8K 2.41% 15
2025
Q4 		$5.5M Buy
21,748
+149
+0.7% +$37.6K 2.41% 17
2025
Q3 		$5.59M Sell
21,599
-14,535
-40% -$3.43M 2.46% 17
2025
Q2 		$8.21M Buy
36,134
+536
+2% +$110K 2.59% 13
2025
Q1 		$6.87M Sell
35,598
-6,186
-15% -$1.29M 2.43% 13
2024
Q4 		$8.79M Sell
41,784
-10,237
-20% -$2.13M 3.03% 12
2024
Q3 		$10.4M Sell
52,021
-8,051
-13% -$1.57M 3.68% 11
2024
Q2 		$11.8M Sell
60,072
-3,472
-5% -$643K 4.31% 9
2024
Q1 		$11.6M Sell
63,544
-120
-0.2% -$21.2K 4.62% 6
2023
Q4 		$10.7M Buy
63,664
+7,657
+14% +$1.2M 4.66% 7
2023
Q3 		$8.26M Buy
56,007
+4,045
+8% +$617K 4.01% 9
2023
Q2 		$7.9M Buy
51,962
+18,874
+57% +$2.61M 3.73% 10
2023
Q1 		$4.37M Buy
+33,088
New +$4.02M 2.95% 13
2022
Q2 		– Sell
-1,348
Closed -$201K – 57
2022
Q1 		$201K Sell
1,348
-20,597
-94% -$3.01M 0.13% 49
2021
Q4 		$3.59M Buy
21,945
+8,670
+65% +$1.38M 2.14% 16
2021
Q3 		$1.95M Buy
+13,275
New +$2.01M 1.3% 24

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

WJ Wealth Management's QQQM Position: Q2 2026 in Review

WJ Wealth Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 0.47% in Q2 2026, buying an estimated $28.9K and bringing the position to 21,727 shares worth $6.58M. The position accounts for 2.6% of the portfolio, ranked #15.

WJ Wealth Management first reported a position in QQQM in Q3 2021 and has held it in 17 quarters since. The position peaked at $11.8M in Q2 2024. 1,361 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • WJ Wealth Management held 21,727 shares of Invesco NASDAQ 100 ETF worth $6.58M as of Q2 2026.
  • WJ Wealth Management bought 102 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $28.9K.
  • Invesco NASDAQ 100 ETF made up 2.6% of WJ Wealth Management's portfolio in Q2 2026, its #15 holding.
  • WJ Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q3 2021 and has held it in 17 quarters since.
  • WJ Wealth Management's Invesco NASDAQ 100 ETF position peaked at $11.8M in Q2 2024.
  • 1,361 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.