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Briaud Financial Planning’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-753
Closed -$171K – 269
2025
Q2 		$171K Buy
753
+632
+522% +$129K 0.07% 46
2025
Q1 		$23K Hold
121
– – 0.01% 117
2024
Q4 		$25K Hold
121
– – 0.01% 111
2024
Q3 		$24K Hold
121
– – 0.01% 88
2024
Q2 		$23K Buy
+121
New +$22.4K 0.01% 86

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Briaud Financial Planning's QQQM Position: Q3 2025 in Review

Briaud Financial Planning sold out of Invesco NASDAQ 100 ETF (QQQM) in Q3 2025, closing a stake of 753 shares — an estimated $171K sold.

Briaud Financial Planning first reported a position in QQQM in Q2 2024 and held it in 5 quarters. The position peaked at $171K in Q2 2025. 1,034 funds tracked by Wall St. Rank hold QQQM as of Q3 2025.

  • Briaud Financial Planning reported no remaining Invesco NASDAQ 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 753 Invesco NASDAQ 100 ETF shares in Q3 2025, an estimated $171K.
  • Briaud Financial Planning first reported a position in Invesco NASDAQ 100 ETF in Q2 2024 and held it in 5 quarters.
  • Briaud Financial Planning's Invesco NASDAQ 100 ETF position peaked at $171K in Q2 2025.
  • 1,034 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.