CWM
Comprehensive Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
7,114
+2,980
| +72% | +$677K | 1.3% | 14 |
|
|
2025
Q1 | $798K | Buy |
4,134
+662
| +19% | +$128K | 0.56% | 27 |
|
|
2024
Q4 | $731K | Buy |
3,472
+34
| +1% | +$7.16K | 0.55% | 20 |
|
|
2024
Q3 | $691K | Buy |
3,438
+146
| +4% | +$29.3K | 0.45% | 18 |
|
|
2024
Q2 | $649K | Buy |
+3,292
| New | +$649K | 0.47% | 16 |
|