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Forum Financial Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Forum Financial 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
Q3 		– Sell
-1,467
Closed -$289K – 781
2024
Q2 		$289K Buy
+1,467
New +$272K 0.01% 495

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Forum Financial Management's QQQM Position: Q3 2024 in Review

Forum Financial Management sold out of Invesco NASDAQ 100 ETF (QQQM) in Q3 2024, closing a stake of 1,467 shares — an estimated $289K sold.

Forum Financial Management first reported a position in QQQM in Q2 2024 and held it in 1 quarter. The position peaked at $289K in Q2 2024. 726 funds tracked by Wall St. Rank hold QQQM as of Q3 2024.

  • Forum Financial Management reported no remaining Invesco NASDAQ 100 ETF position as of Q3 2024 after selling out during the quarter.
  • Forum Financial Management sold 1,467 Invesco NASDAQ 100 ETF shares in Q3 2024, an estimated $289K.
  • Forum Financial Management first reported a position in Invesco NASDAQ 100 ETF in Q2 2024 and held it in 1 quarter.
  • Forum Financial Management's Invesco NASDAQ 100 ETF position peaked at $289K in Q2 2024.
  • 726 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2024.

Based on Forum Financial Management's 13F filing for Q3 2024, filed 29 Oct 2024.