Graves Light Lenhart Wealth’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-46	Closed	-$5K	–	491
2022 Q2	$5K	Buy	46 +36	+360%	+$4.6K	﹤0.01%	542
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	655
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	696
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	707
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	708
2021 Q1	$1K	Sell	10 -2	-17%	-$263	﹤0.01%	710
2020 Q4	$2K	Buy	+12	New	+$1.46K	﹤0.01%	675

Other funds holding QQQM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UID

Union Investments & Development Tel Aviv, Israel $17.3M AUM 20.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Graves Light Lenhart Wealth's QQQM Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Invesco NASDAQ 100 ETF (QQQM) in Q3 2022, closing a stake of 46 shares — an estimated $5K sold.

Graves Light Lenhart Wealth first reported a position in QQQM in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q2 2022. 258 funds tracked by Wall St. Rank hold QQQM as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Invesco NASDAQ 100 ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 46 Invesco NASDAQ 100 ETF shares in Q3 2022, an estimated $5K.
Graves Light Lenhart Wealth first reported a position in Invesco NASDAQ 100 ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Invesco NASDAQ 100 ETF position peaked at $5K in Q2 2022.
258 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.