XY Planning Network’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

XY Planning Network’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	$213K	Buy	+700	New	+$206K	0.02%	366

Other funds holding QQQM

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

XY Planning Network's QQQM Position: Q3 2026 in Review

XY Planning Network opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q3 2026: 700 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #366 among its holdings.

655 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

XY Planning Network held 700 shares of Invesco NASDAQ 100 ETF worth $213K as of Q3 2026.
Invesco NASDAQ 100 ETF was a new XY Planning Network position in Q3 2026.
Invesco NASDAQ 100 ETF made up 0.02% of XY Planning Network's portfolio in Q3 2026, its #366 holding.
655 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.