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

GDS 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
Q1 		– Sell
-1,841
Closed -$310K – 139
2023
Q4 		$310K Buy
+1,841
New +$288K 0.04% 107

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

GDS Wealth Management's QQQM Position: Q1 2024 in Review

GDS Wealth Management sold out of Invesco NASDAQ 100 ETF (QQQM) in Q1 2024, closing a stake of 1,841 shares — an estimated $310K sold.

GDS Wealth Management first reported a position in QQQM in Q4 2023 and held it in 1 quarter. The position peaked at $310K in Q4 2023. 609 funds tracked by Wall St. Rank hold QQQM as of Q1 2024.

  • GDS Wealth Management reported no remaining Invesco NASDAQ 100 ETF position as of Q1 2024 after selling out during the quarter.
  • GDS Wealth Management sold 1,841 Invesco NASDAQ 100 ETF shares in Q1 2024, an estimated $310K.
  • GDS Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and held it in 1 quarter.
  • GDS Wealth Management's Invesco NASDAQ 100 ETF position peaked at $310K in Q4 2023.
  • 609 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2024.

Based on GDS Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.