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

Dechtman 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
2024 Q4	$14.2M	Sell	67,622 -58,710	-46%	-$12.2M	2.75%	9
2024 Q3	$25.4M	Sell	126,332 -3,742	-3%	-$729K	5.19%	6
2024 Q2	$25.6M	Buy	130,074 +16,306	+14%	+$3.02M	5.73%	5
2024 Q1	$20.8M	Buy	113,768 +29,319	+35%	+$5.17M	4.85%	9
2023 Q4	$14.2M	Buy	84,449 +42,697	+102%	+$6.67M	3.74%	9
2023 Q3	$6.16M	Buy	+41,752	New	+$6.37M	1.82%	9

Other funds holding QQQM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dechtman Wealth Management's QQQM Position: Q4 2024 in Review

Dechtman Wealth Management reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 46% in Q4 2024, selling an estimated $12.2M and leaving 67,622 shares worth $14.2M. The position accounts for 2.75% of the portfolio, ranked #9.

Dechtman Wealth Management first reported a position in QQQM in Q3 2023 and has held it in 6 quarters since. The position peaked at $25.6M in Q2 2024. 851 funds tracked by Wall St. Rank hold QQQM as of Q4 2024.

Dechtman Wealth Management held 67,622 shares of Invesco NASDAQ 100 ETF worth $14.2M as of Q4 2024.
Dechtman Wealth Management sold 58,710 Invesco NASDAQ 100 ETF shares in Q4 2024, an estimated $12.2M.
Invesco NASDAQ 100 ETF made up 2.75% of Dechtman Wealth Management's portfolio in Q4 2024, its #9 holding.
Dechtman Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q3 2023 and has held it in 6 quarters since.
Dechtman Wealth Management's Invesco NASDAQ 100 ETF position peaked at $25.6M in Q2 2024.
851 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.