Bordeaux Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Bordeaux Wealth Advisors’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
2025 Q2	$458K	Buy	+2,016	New	+$413K	0.06%	95

Other funds holding QQQM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

FCAS

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bordeaux Wealth Advisors's QQQM Position: Q2 2025 in Review

Bordeaux Wealth Advisors opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q2 2025: 2,016 shares worth $458K. The stake represents 0.06% of the portfolio and ranks #95 among its holdings.

953 funds tracked by Wall St. Rank hold QQQM as of Q2 2025.

Bordeaux Wealth Advisors held 2,016 shares of Invesco NASDAQ 100 ETF worth $458K as of Q2 2025.
Invesco NASDAQ 100 ETF was a new Bordeaux Wealth Advisors position in Q2 2025.
Invesco NASDAQ 100 ETF made up 0.06% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #95 holding.
953 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.