JWM
JGP Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
9,903
+1,205
| +14% | +$274K | 0.27% | 59 |
|
|
2025
Q1 | $1.68M | Buy |
8,698
+3,766
| +76% | +$727K | 0.22% | 64 |
|
|
2024
Q4 | $1.04M | Buy |
4,932
+365
| +8% | +$76.8K | 0.13% | 94 |
|
|
2024
Q3 | $917K | Buy |
4,567
+291
| +7% | +$58.4K | 0.12% | 97 |
|
|
2024
Q2 | $843K | Buy |
+4,276
| New | +$843K | 0.12% | 93 |
|