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 -123,439	-99%	-$17.1M	0.06%	297
2023 Q1	$1.51M	Buy	+124,796	New	+$15.1M	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 $59.8B AUM 29.42% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RWM

Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

SIC

Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 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. 280 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.
280 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.