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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 $1.26T AUM 61.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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. 728 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.
  • 728 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.