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Milestone Wealth’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Milestone Wealth’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
2022
Q3 		$723K Hold
6,576
– – 0.81% 22
2022
Q2 		$758K Hold
6,576
– – 0.8% 20
2022
Q1 		$1.08M Hold
6,576
– – 0.88% 19
2021
Q4 		$1.08M Buy
+6,576
New +$1.04M 0.86% 19

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UID
Union Investments & Development Tel Aviv, Israel $17.3M AUM 20.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Milestone Wealth's QQQM Position: Q3 2022 in Review

Milestone Wealth held its Invesco NASDAQ 100 ETF (QQQM) position steady in Q3 2022 at 6,576 shares worth $723K. The position accounts for 0.81% of the portfolio, ranked #22.

Milestone Wealth first reported a position in QQQM in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.08M in Q1 2022. 259 funds tracked by Wall St. Rank hold QQQM as of Q3 2022.

  • Milestone Wealth held 6,576 shares of Invesco NASDAQ 100 ETF worth $723K as of Q3 2022.
  • Milestone Wealth left its Invesco NASDAQ 100 ETF share count unchanged in Q3 2022.
  • Invesco NASDAQ 100 ETF made up 0.81% of Milestone Wealth's portfolio in Q3 2022, its #22 holding.
  • Milestone Wealth first reported a position in Invesco NASDAQ 100 ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Invesco NASDAQ 100 ETF position peaked at $1.08M in Q1 2022.
  • 259 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.