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HHM Wealth Advisors’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

HHM Wealth Advisors’s Portfolio QQEW Stock Details QQEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-96
Closed -$8K – 774
2022
Q2 		$8K Buy
+96
New +$9.12K ﹤0.01% 579
2020
Q4 		– Sell
-129
Closed -$11K – 560
2020
Q3 		$11K Sell
129
-94
-42% -$7.97K ﹤0.01% 379
2020
Q2 		$18K Buy
+223
New +$16.2K 0.01% 315

Other funds holding QQEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HHM Wealth Advisors's QQEW Position: Q3 2022 in Review

HHM Wealth Advisors sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2022, closing a stake of 96 shares — an estimated $8K sold.

HHM Wealth Advisors first reported a position in QQEW in Q2 2020 and held it in 3 quarters. The position peaked at $18K in Q2 2020. 153 funds tracked by Wall St. Rank hold QQEW as of Q3 2022.

  • HHM Wealth Advisors reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 96 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q3 2022, an estimated $8K.
  • HHM Wealth Advisors first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2020 and held it in 3 quarters.
  • HHM Wealth Advisors's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $18K in Q2 2020.
  • 153 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.