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Connectus Wealth’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Connectus 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
Q1 		$1.96M Sell
10,707
-395
-4% -$69.7K 0.05% 186
2023
Q4 		$1.87M Sell
11,102
-296
-3% -$46.2K 0.04% 275
2023
Q3 		$1.68M Buy
+11,398
New +$1.74M 0.04% 278

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Connectus Wealth's QQQM Position: Q1 2024 in Review

Connectus Wealth reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 3.6% in Q1 2024, selling an estimated $69.7K and leaving 10,707 shares worth $1.96M. The position accounts for 0.05% of the portfolio, ranked #186.

Connectus Wealth first reported a position in QQQM in Q3 2023 and has held it in 3 quarters since. 607 funds tracked by Wall St. Rank hold QQQM as of Q1 2024.

  • Connectus Wealth held 10,707 shares of Invesco NASDAQ 100 ETF worth $1.96M as of Q1 2024.
  • Connectus Wealth sold 395 Invesco NASDAQ 100 ETF shares in Q1 2024, an estimated $69.7K.
  • Invesco NASDAQ 100 ETF made up 0.05% of Connectus Wealth's portfolio in Q1 2024, its #186 holding.
  • Connectus Wealth first reported a position in Invesco NASDAQ 100 ETF in Q3 2023 and has held it in 3 quarters since.
  • 607 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.