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Benjamin F. Edwards & Company’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$279K Buy
1,413
+242
+21% +$44.8K ﹤0.01% 831
2024
Q1 		$214K Buy
1,171
+511
+77% +$90.2K ﹤0.01% 892
2023
Q4 		$111K Buy
+660
New +$103K ﹤0.01% 1044

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Benjamin F. Edwards & Company's QQQM Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Invesco NASDAQ 100 ETF (QQQM) stake by 21% in Q2 2024, buying an estimated $44.8K and bringing the position to 1,413 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Benjamin F. Edwards & Company first reported a position in QQQM in Q4 2023 and has held it in 3 quarters since. 682 funds tracked by Wall St. Rank hold QQQM as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,413 shares of Invesco NASDAQ 100 ETF worth $279K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 242 Invesco NASDAQ 100 ETF shares in Q2 2024, an estimated $44.8K.
  • Invesco NASDAQ 100 ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #831 holding.
  • Benjamin F. Edwards & Company first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and has held it in 3 quarters since.
  • 682 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.