Cherry Tree Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Cherry Tree Wealth Management’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
2026 Q1	$4.99K	Hold	21	–	–	﹤0.01%	481
2025 Q4	$5.31K	Hold	21	–	–	﹤0.01%	479
2025 Q3	$5.19K	Hold	21	–	–	﹤0.01%	466
2025 Q2	$4.77K	Sell	21 -14	-40%	-$2.87K	﹤0.01%	481
2025 Q1	$6.76K	Buy	35 +15	+75%	+$3.14K	﹤0.01%	488
2024 Q4	$4.21K	Hold	20	–	–	﹤0.01%	492
2024 Q3	$4.02K	Sell	20 -1	-5%	-$195	﹤0.01%	494
2024 Q2	$4.14K	Buy	21 +16	+320%	+$2.96K	﹤0.01%	476
2024 Q1	$914	Hold	5	–	–	﹤0.01%	551
2023 Q4	$843	Hold	5	–	–	﹤0.01%	548
2023 Q3	$738	Buy	+5	New	+$763	﹤0.01%	545

Other funds holding QQQM

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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

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

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

Northwestern Mutual Wealth Management

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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