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Bison Wealth’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Bison Wealth’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
Q4 		$393K Buy
+1,867
New +$389K 0.09% 183

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bison Wealth's QQQM Position: Q4 2024 in Review

Bison Wealth opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q4 2024: 1,867 shares worth $393K. The stake represents 0.09% of the portfolio and ranks #183 among its holdings.

849 funds tracked by Wall St. Rank hold QQQM as of Q4 2024.

  • Bison Wealth held 1,867 shares of Invesco NASDAQ 100 ETF worth $393K as of Q4 2024.
  • Invesco NASDAQ 100 ETF was a new Bison Wealth position in Q4 2024.
  • Invesco NASDAQ 100 ETF made up 0.09% of Bison Wealth's portfolio in Q4 2024, its #183 holding.
  • 849 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.