Engrave Wealth Partners’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Engrave Wealth Partners’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
2023 Q4	$217K	Buy	+1,289	New	+$201K	0.06%	73

Other funds holding QQQM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Engrave Wealth Partners's QQQM Position: Q4 2023 in Review

Engrave Wealth Partners opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q4 2023: 1,289 shares worth $217K. The stake represents 0.06% of the portfolio and ranks #73 among its holdings.

554 funds tracked by Wall St. Rank hold QQQM as of Q4 2023.

Engrave Wealth Partners held 1,289 shares of Invesco NASDAQ 100 ETF worth $217K as of Q4 2023.
Invesco NASDAQ 100 ETF was a new Engrave Wealth Partners position in Q4 2023.
Invesco NASDAQ 100 ETF made up 0.06% of Engrave Wealth Partners's portfolio in Q4 2023, its #73 holding.
554 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.