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QQQM icon

Core Wealth Advisors (Florida)’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Core Wealth Advisors (Florida)’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 		– Sell
-432
Closed -$78.9K – 198
2024
Q1 		$78.9K Hold
432
– – 0.03% 80
2023
Q4 		$72.8K Buy
432
+89
+26% +$13.9K 0.03% 77
2023
Q3 		$50.6K Hold
343
– – 0.02% 78
2023
Q2 		$52.2K Hold
343
– – 0.02% 78
2023
Q1 		$45.3K Sell
343
-916
-73% -$111K 0.02% 82
2022
Q4 		$138K Sell
1,259
-12
-0.9% -$1.36K 0.06% 49
2022
Q3 		$140K Sell
1,271
-74
-6% -$9.19K 0.08% 41
2022
Q2 		$155K Buy
1,345
+601
+81% +$76.7K 0.1% 39
2022
Q1 		$111K Buy
+744
New +$109K 0.06% 51

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CI
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FCAS
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PNC Financial Services Group
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Morgan Stanley
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Northwestern Mutual Wealth Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return