Betterment LLC’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.4M | Buy |
116,212
+61,095
| +111% | +$13.9M | 0.06% | 82 |
|
|
2025
Q1 | $10.6M | Buy |
55,117
+25,966
| +89% | +$5.01M | 0.03% | 109 |
|
|
2024
Q4 | $6.14M | Buy |
29,151
+3,810
| +15% | +$802K | 0.01% | 131 |
|
|
2024
Q3 | $5.09M | Buy |
25,341
+9,096
| +56% | +$1.83M | 0.01% | 128 |
|
|
2024
Q2 | $3.2M | Sell |
16,245
-2,308
| -12% | -$455K | 0.01% | 138 |
|
|
2024
Q1 | $3.39M | Buy |
18,553
+13,057
| +238% | +$2.39M | 0.01% | 116 |
|
|
2023
Q4 | $926K | Buy |
5,496
+1,729
| +46% | +$291K | ﹤0.01% | 186 |
|
|
2023
Q3 | $555K | Buy |
3,767
+184
| +5% | +$27.1K | ﹤0.01% | 209 |
|
|
2023
Q2 | $545K | Sell |
3,583
-680
| -16% | -$103K | ﹤0.01% | 192 |
|
|
2023
Q1 | $563K | Buy |
4,263
+177
| +4% | +$23.4K | ﹤0.01% | 188 |
|
|
2022
Q4 | $448K | Buy |
+4,086
| New | +$448K | ﹤0.01% | 192 |
|