Laidlaw Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Laidlaw Wealth Management’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 Q1	–	Sell	-9,359	Closed	-$1.97M	–	130
2024 Q4	$1.97M	Buy	9,359 +213	+2%	+$44.3K	0.86%	33
2024 Q3	$1.84M	Buy	9,146 +264	+3%	+$51.4K	0.91%	29
2024 Q2	$1.75M	Buy	8,882 +240	+3%	+$44.4K	0.96%	25
2024 Q1	$1.58M	Buy	8,642 +570	+7%	+$101K	0.88%	31
2023 Q4	$1.36M	Sell	8,072 -897	-10%	-$140K	0.49%	58
2023 Q3	$1.32M	Buy	+8,969	New	+$1.37M	0.44%	68

Other funds holding QQQM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Laidlaw Wealth Management's QQQM Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Invesco NASDAQ 100 ETF (QQQM) in Q1 2025, closing a stake of 9,359 shares — an estimated $1.97M sold.

Laidlaw Wealth Management first reported a position in QQQM in Q3 2023 and held it in 6 quarters. The position peaked at $1.97M in Q4 2024. 865 funds tracked by Wall St. Rank hold QQQM as of Q1 2025.

Laidlaw Wealth Management reported no remaining Invesco NASDAQ 100 ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 9,359 Invesco NASDAQ 100 ETF shares in Q1 2025, an estimated $1.97M.
Laidlaw Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q3 2023 and held it in 6 quarters.
Laidlaw Wealth Management's Invesco NASDAQ 100 ETF position peaked at $1.97M in Q4 2024.
865 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.