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 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

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

World Equity Group's QQQM Position: Q2 2026 in Review

World Equity Group opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q2 2026: 2,215 shares worth $672K. The stake represents 0.15% of the portfolio and ranks #154 among its holdings. This is a return to the name: World Equity Group previously reported a position in QQQM as recently as Q4 2025.

World Equity Group first reported a position in QQQM in Q1 2022 and has held it in 10 quarters since. The position peaked at $2M in Q3 2025. 1,356 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

World Equity Group held 2,215 shares of Invesco NASDAQ 100 ETF worth $672K as of Q2 2026.
Invesco NASDAQ 100 ETF was a new World Equity Group position in Q2 2026.
Invesco NASDAQ 100 ETF made up 0.15% of World Equity Group's portfolio in Q2 2026, its #154 holding.
World Equity Group first reported a position in Invesco NASDAQ 100 ETF in Q1 2022 and has held it in 10 quarters since.
World Equity Group's Invesco NASDAQ 100 ETF position peaked at $2M in Q3 2025.
1,356 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.