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World Investment Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

World Investment Advisors’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 		$21.7M Buy
90,353
+352
+0.4% +$99.7K 0.36% 54
2026
Q1 		$21.4M Buy
90,001
+3,794
+4% +$949K 0.34% 56
2025
Q4 		$21.8M Buy
86,207
+6,420
+8% +$1.62M 0.35% 51
2025
Q3 		$19.7M Buy
79,787
+11,844
+17% +$2.79M 0.4% 45
2025
Q2 		$15.4M Buy
67,943
+21,287
+46% +$4.36M 0.35% 57
2025
Q1 		$9.01M Buy
46,656
+3,916
+9% +$819K 0.23% 101
2024
Q4 		$8.99M Buy
42,740
+10,442
+32% +$2.17M 0.25% 92
2024
Q3 		$6.49M Buy
32,298
+20,040
+163% +$3.9M 0.2% 122
2024
Q2 		$2.42M Buy
12,258
+10,038
+452% +$1.86M 0.15% 146
2024
Q1 		$470K Sell
2,220
-400
-15% -$70.6K 0.07% 225
2023
Q4 		$442K Buy
+2,620
New +$409K 0.06% 242

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 22.9% 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

World Investment Advisors's QQQM Position: Q2 2026 in Review

World Investment Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 0.39% in Q2 2026, buying an estimated $99.7K and bringing the position to 90,353 shares worth $21.7M. The position accounts for 0.36% of the portfolio, ranked #54.

World Investment Advisors first reported a position in QQQM in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.8M in Q4 2025. 1,363 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • World Investment Advisors held 90,353 shares of Invesco NASDAQ 100 ETF worth $21.7M as of Q2 2026.
  • World Investment Advisors bought 352 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $99.7K.
  • Invesco NASDAQ 100 ETF made up 0.36% of World Investment Advisors's portfolio in Q2 2026, its #54 holding.
  • World Investment Advisors first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and has held it in 11 quarters since.
  • World Investment Advisors's Invesco NASDAQ 100 ETF position peaked at $21.8M in Q4 2025.
  • 1,363 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.