Freedom Investment Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Freedom Investment 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
2026 Q1	–	Sell	-1,221	Closed	-$309K	–	116
2025 Q4	$309K	Sell	1,221 -15	-1%	-$3.79K	0.09%	83
2025 Q3	$305K	Sell	1,236 -36,682	-97%	-$8.65M	0.08%	113
2025 Q2	$8.61M	Buy	+37,918	New	+$7.76M	0.69%	29
2025 Q1	–	Sell	-34,948	Closed	-$7.35M	–	804
2024 Q4	$7.35M	Buy	34,948 +32,691	+1,448%	+$6.81M	0.61%	31
2024 Q3	$453K	Buy	+2,257	New	+$440K	0.04%	463
2024 Q2	–	Sell	-27,134	Closed	-$4.96M	–	850
2024 Q1	$4.96M	Buy	27,134 +2,894	+12%	+$511K	0.4%	50
2023 Q4	$4.09M	Buy	+24,240	New	+$3.79M	0.33%	55
2023 Q3	–	Sell	-19,228	Closed	-$2.92M	–	743
2023 Q2	$2.92M	Buy	19,228 +13,642	+244%	+$1.89M	0.33%	58
2023 Q1	$737K	Buy	+5,586	New	+$678K	0.08%	303

Other funds holding QQQM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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

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

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

Northwestern Mutual Wealth Management

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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