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

Executive 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	$15.8M	Buy	75,221 +25,982	+53%	+$5.41M	1.24%	20
2024 Q3	$9.89M	Buy	49,239 +1,540	+3%	+$300K	0.78%	35
2024 Q2	$9.4M	Buy	47,699 +3,581	+8%	+$663K	1.72%	17
2024 Q1	$8.08M	Buy	+44,118	New	+$7.79M	0.71%	48
2022 Q2	–	Sell	-1,353	Closed	-$201K	–	202
2022 Q1	$201K	Buy	1,353 +87	+7%	+$12.7K	0.02%	182
2021 Q4	$207K	Buy	+1,266	New	+$201K	0.02%	189

Other funds holding QQQM

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

FCAS

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Executive Wealth Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 53% in Q4 2024, buying an estimated $5.41M and bringing the position to 75,221 shares worth $15.8M. The position accounts for 1.24% of the portfolio, ranked #20.

Executive Wealth Management first reported a position in QQQM in Q4 2021 and has held it in 6 quarters since. 849 funds tracked by Wall St. Rank hold QQQM as of Q4 2024.

Executive Wealth Management held 75,221 shares of Invesco NASDAQ 100 ETF worth $15.8M as of Q4 2024.
Executive Wealth Management bought 25,982 Invesco NASDAQ 100 ETF shares in Q4 2024, an estimated $5.41M.
Invesco NASDAQ 100 ETF made up 1.24% of Executive Wealth Management's portfolio in Q4 2024, its #20 holding.
Executive Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q4 2021 and has held it in 6 quarters since.
849 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q4 2024.

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