Clear Creek Financial Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Clear Creek Financial 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	$2.38M	Buy	10,012 +501	+5%	+$125K	0.18%	127
2025 Q4	$2.41M	Sell	9,511 -1,160	-11%	-$293K	0.2%	116
2025 Q3	$2.64M	Buy	10,671 +77	+0.7%	+$18.2K	0.23%	99
2025 Q2	$2.41M	Sell	10,594 -17,377	-62%	-$3.56M	0.23%	99
2025 Q1	$5.4M	Sell	27,971 -927	-3%	-$194K	0.56%	37
2024 Q4	$6.08M	Buy	28,898 +4,064	+16%	+$846K	0.66%	35
2024 Q3	$4.99M	Buy	24,834 +6,332	+34%	+$1.23M	0.56%	37
2024 Q2	$3.65M	Buy	18,502 +6,329	+52%	+$1.17M	0.44%	46
2024 Q1	$2.22M	Buy	12,173 +4,341	+55%	+$766K	0.28%	77
2023 Q4	$1.32M	Sell	7,832 -4,901	-38%	-$765K	0.21%	89
2023 Q3	$1.88M	Buy	12,733 +10,973	+623%	+$1.67M	0.33%	68
2023 Q2	$267K	Buy	+1,760	New	+$244K	0.05%	263

Other funds holding QQQM

Invesco Atlanta, Georgia $653B AUM 32.41% 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