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Hoover Financial Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Hoover Financial Advisors’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
2021
Q2 		$6.86M Buy
47,077
+1,011
+2% +$140K 1.22% 20
2021
Q1 		$6.16M Buy
46,066
+38,707
+526% +$5.09M 1.16% 20
2020
Q4 		$950K Buy
+7,359
New +$893K 0.24% 40

Other funds holding QQQM

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Hoover Financial Advisors's QQQM Position: Q2 2021 in Review

Hoover Financial Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 2.2% in Q2 2021, buying an estimated $140K and bringing the position to 47,077 shares worth $6.86M. The position accounts for 1.22% of the portfolio, ranked #20.

Hoover Financial Advisors first reported a position in QQQM in Q4 2020 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold QQQM as of Q2 2021.

  • Hoover Financial Advisors held 47,077 shares of Invesco NASDAQ 100 ETF worth $6.86M as of Q2 2021.
  • Hoover Financial Advisors bought 1,011 Invesco NASDAQ 100 ETF shares in Q2 2021, an estimated $140K.
  • Invesco NASDAQ 100 ETF made up 1.22% of Hoover Financial Advisors's portfolio in Q2 2021, its #20 holding.
  • Hoover Financial Advisors first reported a position in Invesco NASDAQ 100 ETF in Q4 2020 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.