Invesco NASDAQ 100 ETF (QQQM) Adds NVIDIA and Apple on Thursday GuruFocus News Mon, November 2, 2026 at 6:05 AM EST 3 min read QQQM -3.46% NVDA -4.22% AAPL -1.23% MSFT -1.55% AMZN -1.41% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Invesco NASDAQ 100 ETF (QQQM) was the only ETF buying in Thursday's session, with no funds selling, according to its reported daily holdings changes. QQQM added $198.6 million of stock across 100 positions and trimmed none, leaving net buying of $198.6 million against gross ETF activity of the same amount. The fund's assets under management stand at $106.03 billion.
Is QQQM fairly valued? Test your thesis with our free DCF calculator.
Its largest buys by dollar value were NVDA ($16.4 million), AAPL ($16.2 million) and MSFT ($12.5 million).
The largest buy was NVIDIA Corp (NVDA), with 76,797 shares added worth $16.4 million, lifting the position to 8.09% of assets. Apple Inc (AAPL) followed with 46,506 shares added worth $16.2 million, taking its weight to 8.0%, while Microsoft Corp (MSFT) gained 23,667 shares valued at $12.5 million for a 6.18% weight. Micron Technology Inc (MU) added 9,936 shares worth $9.3 million at 4.58%, and Amazon.com Inc (AMZN) added 34,362 shares worth $8.4 million at 4.13%. None of the buys were new positions and the fund exited nothing.
Invesco NASDAQ 100 ETF (QQQM) is an Equity US fund in the Equity asset class, holding 101 stocks with 46.5% of assets in its 10 largest holdings. Technology accounts for 59.1% of the stocks that could be classified, Communication Services 10.8% and Consumer Cyclical 10.8%, and the portfolio is 100.0% large-cap. It charges an expense ratio of 0.15%. Its top holdings are NVIDIA Corp at 8.09%, Apple Inc at 8.0%, Microsoft Corp at 6.18%, Micron Technology Inc at 4.58% and Amazon.com Inc at 4.13%. The fund has a GF Score of 88, a P/E of 28.59, a P/B of 7.7, a dividend yield of 0.44% and a year-to-date return of 12.83%.
Technology 59.1%, Communication Services 10.8%, Consumer Cyclical 10.8%
NVDA (8.09%), AAPL (8.00%), MSFT (6.18%), MU (4.58%), AMZN (4.13%)
See the full Invesco NASDAQ 100 ETF profile, or compare it with similar funds in the ETF Screener. For the stock behind its biggest buy, see NVDA's GF Value page and guru trades.
Track the latest ETF buying and selling trends and search funds in the GuruFocus ETF Screener.
With every position increased and none trimmed, watch whether the fund keeps adding across the board or begins rotating among its largest holdings at the next holdings update.
Based on holdings changes reported by Invesco NASDAQ 100 ETF (QQQM) for Oct. 29, 2026, US-listed stocks only.
Sector Trends: Energy Leads, Technology Sold Most on Oct. 29
INVESCO QQQ (QQQ) Sells NVIDIA and Apple on Oct. 29
What ProShares Ultra QQQ (QLD) Bought: No Buys as NVIDIA Leads Sells on Oct. 29
iShares Russell 1000 Growth (IWF) Adds NVIDIA and Apple on Oct. 29
ETFs Are Net Sellers of NVIDIA (NASDAQ:NVDA) on Oct. 29
