World Equity Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

World Equity 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 Q3	$660K	Sell	2,167 -48	-2%	-$14.1K	0.27%	78
2026 Q2	$672K	Buy	+2,215	New	+$627K	0.15%	154
2026 Q1	–	Sell	-4,070	Closed	-$1.03M	–	386
2025 Q4	$1.03M	Sell	4,070 -4,004	-50%	-$1.01M	0.29%	82
2025 Q3	$2M	Buy	8,074 +4,573	+131%	+$1.08M	0.45%	45
2025 Q2	$795K	Buy	+3,501	New	+$717K	0.22%	99
2025 Q1	–	Sell	-2,684	Closed	-$565K	–	355
2024 Q4	$565K	Buy	+2,684	New	+$559K	0.12%	176
2024 Q2	–	Sell	-2,624	Closed	-$479K	–	315
2024 Q1	$479K	Sell	2,624 -349	-12%	-$61.6K	0.1%	191
2023 Q4	$501K	Buy	+2,973	New	+$464K	0.1%	190
2023 Q3	–	Sell	-1,357	Closed	-$206K	–	373
2023 Q2	$206K	Sell	1,357 -10,048	-88%	-$1.39M	0.06%	297
2023 Q1	$1.51M	Buy	+11,405	New	+$1.38M	0.22%	114
2022 Q2	–	Sell	-4,487	Closed	-$668K	–	390
2022 Q1	$668K	Buy	+4,487	New	+$656K	0.14%	172

Other funds holding QQQM

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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

World Equity Group's QQQM Position: Q3 2026 in Review

World Equity Group reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 2.2% in Q3 2026, selling an estimated $14.1K and leaving 2,167 shares worth $660K. The position accounts for 0.27% of the portfolio, ranked #78.

World Equity Group first reported a position in QQQM in Q1 2022 and has held it in 11 quarters since. The position peaked at $2M in Q3 2025. 360 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

World Equity Group held 2,167 shares of Invesco NASDAQ 100 ETF worth $660K as of Q3 2026.
World Equity Group sold 48 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $14.1K.
Invesco NASDAQ 100 ETF made up 0.27% of World Equity Group's portfolio in Q3 2026, its #78 holding.
World Equity Group first reported a position in Invesco NASDAQ 100 ETF in Q1 2022 and has held it in 11 quarters since.
World Equity Group's Invesco NASDAQ 100 ETF position peaked at $2M in Q3 2025.
360 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.