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

Minot 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
2021
Q3 		– Sell
-11,350
Closed -$610K – 217
2021
Q2 		$610K Buy
+11,350
New +$1.57M 0.13% 110

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SHA
Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Minot Wealth Management's QQQM Position: Q3 2021 in Review

Minot Wealth Management sold out of Invesco NASDAQ 100 ETF (QQQM) in Q3 2021, closing a stake of 11,350 shares — an estimated $610K sold.

Minot Wealth Management first reported a position in QQQM in Q2 2021 and held it in 1 quarter. The position peaked at $610K in Q2 2021. 121 funds tracked by Wall St. Rank hold QQQM as of Q3 2021.

  • Minot Wealth Management reported no remaining Invesco NASDAQ 100 ETF position as of Q3 2021 after selling out during the quarter.
  • Minot Wealth Management sold 11,350 Invesco NASDAQ 100 ETF shares in Q3 2021, an estimated $610K.
  • Minot Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q2 2021 and held it in 1 quarter.
  • Minot Wealth Management's Invesco NASDAQ 100 ETF position peaked at $610K in Q2 2021.
  • 121 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2021.

Based on Minot Wealth Management's 13F filing for Q3 2021, filed 25 Oct 2021.