Yelin Lapidot Holdings Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Yelin Lapidot Holdings Management’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	$1.03M	Buy	+3,406	New	+$965K	0.2%	60
2026 Q1	–	Sell	-1,608	Closed	-$407K	–	85
2025 Q4	$407K	Buy	+1,608	New	+$406K	0.08%	73
2025 Q3	–	Sell	-441,487	Closed	-$100M	–	95
2025 Q2	$100M	Buy	441,487 +1,905	+0.4%	+$390K	18.31%	1
2025 Q1	$84.8M	Sell	439,582 -79	-0%	-$16.5K	16.39%	1
2024 Q4	$92.5M	Sell	439,661 -393	-0.1%	-$81.8K	16.11%	1
2024 Q3	$88.4M	Sell	440,054 -2,526	-0.6%	-$492K	14.55%	1
2024 Q2	$87.2M	Buy	+442,580	New	+$81.9M	15.38%	1

Other funds holding QQQM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Yelin Lapidot Holdings Management's QQQM Position: Q2 2026 in Review

Yelin Lapidot Holdings Management opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q2 2026: 3,406 shares worth $1.03M. The stake represents 0.2% of the portfolio and ranks #60 among its holdings. This is a return to the name: Yelin Lapidot Holdings Management previously reported a position in QQQM as recently as Q4 2025.

Yelin Lapidot Holdings Management first reported a position in QQQM in Q2 2024 and has held it in 7 quarters since. The position peaked at $100M in Q2 2025. 712 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Yelin Lapidot Holdings Management held 3,406 shares of Invesco NASDAQ 100 ETF worth $1.03M as of Q2 2026.
Invesco NASDAQ 100 ETF was a new Yelin Lapidot Holdings Management position in Q2 2026.
Invesco NASDAQ 100 ETF made up 0.2% of Yelin Lapidot Holdings Management's portfolio in Q2 2026, its #60 holding.
Yelin Lapidot Holdings Management first reported a position in Invesco NASDAQ 100 ETF in Q2 2024 and has held it in 7 quarters since.
Yelin Lapidot Holdings Management's Invesco NASDAQ 100 ETF position peaked at $100M in Q2 2025.
712 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.