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Keener Financial Planning’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-493
Closed -$121K – 164
2025
Q3 		$121K Hold
493
– – 0.06% 67
2025
Q2 		$111K Hold
493
– – 0.06% 72
2025
Q1 		$95K Buy
493
+466
+1,726% +$97.5K 0.06% 63
2024
Q4 		$5K Buy
+27
New +$5.62K ﹤0.01% 152

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Keener Financial Planning's QQQM Position: Q4 2025 in Review

Keener Financial Planning sold out of Invesco NASDAQ 100 ETF (QQQM) in Q4 2025, closing a stake of 493 shares — an estimated $121K sold.

Keener Financial Planning first reported a position in QQQM in Q4 2024 and held it in 4 quarters. The position peaked at $121K in Q3 2025. 1,189 funds tracked by Wall St. Rank hold QQQM as of Q4 2025.

  • Keener Financial Planning reported no remaining Invesco NASDAQ 100 ETF position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 493 Invesco NASDAQ 100 ETF shares in Q4 2025, an estimated $121K.
  • Keener Financial Planning first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and held it in 4 quarters.
  • Keener Financial Planning's Invesco NASDAQ 100 ETF position peaked at $121K in Q3 2025.
  • 1,189 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.