BerganKDV Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

BerganKDV Wealth 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
2023 Q2	$2.58K	Buy	+17	New	+$2.35K	﹤0.01%	665

Other funds holding QQQM

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

BerganKDV Wealth Management's QQQM Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q2 2023: 17 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings.

405 funds tracked by Wall St. Rank hold QQQM as of Q2 2023.

BerganKDV Wealth Management held 17 shares of Invesco NASDAQ 100 ETF worth $2.58K as of Q2 2023.
Invesco NASDAQ 100 ETF was a new BerganKDV Wealth Management position in Q2 2023.
Invesco NASDAQ 100 ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #665 holding.
405 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.