Lido Advisors
QQQM icon

Lido Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Lido 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
2026
Q1 		$1.26M Sell
5,292
-55,416
-91% -$13.9M ﹤0.01% 875
2025
Q4 		$15.3M Sell
60,708
-50,296
-45% -$12.7M 0.06% 246
2025
Q3 		$27.4M Buy
111,004
+59,006
+113% +$13.9M 0.11% 154
2025
Q2 		$11.8M Buy
51,998
+48,965
+1,614% +$10M 0.06% 233
2025
Q1 		$586K Buy
3,033
+1,616
+114% +$338K ﹤0.01% 968
2024
Q4 		$298K Sell
1,417
-602
-30% -$125K ﹤0.01% 1215
2024
Q3 		$406K Buy
+2,019
New +$393K ﹤0.01% 1031

Other funds holding QQQM

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Envestnet Asset Management
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FCAS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return