American Planning Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

American Planning Services’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
2024 Q3	$585K	Hold	2,913	–	–	0.46%	29
2024 Q2	$574K	Hold	2,913	–	–	0.4%	30
2024 Q1	$532K	Hold	2,913	–	–	0.38%	21
2023 Q4	$491K	Buy	+2,913	New	+$455K	0.38%	20
2023 Q3	–	Sell	-2,044	Closed	-$311K	–	33
2023 Q2	$311K	Buy	+2,044	New	+$283K	0.2%	26
2022 Q3	–	Sell	-2,051	Closed	-$236K	–	34
2022 Q2	$236K	Sell	2,051 -62	-3%	-$7.92K	0.26%	27
2022 Q1	$315K	Buy	2,113 +608	+40%	+$88.8K	0.34%	20
2021 Q4	$246K	Buy	+1,505	New	+$239K	0.22%	22

Other funds holding QQQM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

American Planning Services's QQQM Position: Q3 2024 in Review

American Planning Services held its Invesco NASDAQ 100 ETF (QQQM) position steady in Q3 2024 at 2,913 shares worth $585K. The position accounts for 0.46% of the portfolio, ranked #29.

American Planning Services first reported a position in QQQM in Q4 2021 and has held it in 8 quarters since. 728 funds tracked by Wall St. Rank hold QQQM as of Q3 2024.

American Planning Services held 2,913 shares of Invesco NASDAQ 100 ETF worth $585K as of Q3 2024.
American Planning Services left its Invesco NASDAQ 100 ETF share count unchanged in Q3 2024.
Invesco NASDAQ 100 ETF made up 0.46% of American Planning Services's portfolio in Q3 2024, its #29 holding.
American Planning Services first reported a position in Invesco NASDAQ 100 ETF in Q4 2021 and has held it in 8 quarters since.
728 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.