Buckingham Strategic Wealth’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Buckingham Strategic 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 Q2	$394K	Sell	1,998 -329	-14%	-$60.9K	﹤0.01%	523
2024 Q1	$425K	Buy	2,327 +604	+35%	+$107K	﹤0.01%	507
2023 Q4	$290K	Buy	1,723 +6	+0.3%	+$937	﹤0.01%	576
2023 Q3	$253K	Sell	1,717 -2	-0.1%	-$305	﹤0.01%	569
2023 Q2	$261K	Buy	+1,719	New	+$238K	﹤0.01%	562

Other funds holding QQQM

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

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

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

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

FCAS

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Buckingham Strategic Wealth's QQQM Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 14% in Q2 2024, selling an estimated $60.9K and leaving 1,998 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Buckingham Strategic Wealth first reported a position in QQQM in Q2 2023 and has held it in 5 quarters since. The position peaked at $425K in Q1 2024. 681 funds tracked by Wall St. Rank hold QQQM as of Q2 2024.

Buckingham Strategic Wealth held 1,998 shares of Invesco NASDAQ 100 ETF worth $394K as of Q2 2024.
Buckingham Strategic Wealth sold 329 Invesco NASDAQ 100 ETF shares in Q2 2024, an estimated $60.9K.
Invesco NASDAQ 100 ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #523 holding.
Buckingham Strategic Wealth first reported a position in Invesco NASDAQ 100 ETF in Q2 2023 and has held it in 5 quarters since.
Buckingham Strategic Wealth's Invesco NASDAQ 100 ETF position peaked at $425K in Q1 2024.
681 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.