Monumental Financial Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Monumental Financial Group’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
2024 Q3	$12.9M	Buy	64,323 +984	+2%	+$192K	4.79%	9
2024 Q2	$12.5M	Buy	63,339 +2,714	+4%	+$502K	5.44%	8
2024 Q1	$11.1M	Buy	60,625 +3,990	+7%	+$704K	5.89%	6
2023 Q4	$9.55M	Buy	56,635 +4,189	+8%	+$654K	5.69%	7
2023 Q3	$7.73M	Buy	+52,446	New	+$8M	5.15%	7

Other funds holding QQQM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Monumental Financial Group's QQQM Position: Q3 2024 in Review

Monumental Financial Group increased its Invesco NASDAQ 100 ETF (QQQM) stake by 1.6% in Q3 2024, buying an estimated $192K and bringing the position to 64,323 shares worth $12.9M. The position accounts for 4.79% of the portfolio, ranked #9.

Monumental Financial Group first reported a position in QQQM in Q3 2023 and has held it in 5 quarters since. 728 funds tracked by Wall St. Rank hold QQQM as of Q3 2024.

Monumental Financial Group held 64,323 shares of Invesco NASDAQ 100 ETF worth $12.9M as of Q3 2024.
Monumental Financial Group bought 984 Invesco NASDAQ 100 ETF shares in Q3 2024, an estimated $192K.
Invesco NASDAQ 100 ETF made up 4.79% of Monumental Financial Group's portfolio in Q3 2024, its #9 holding.
Monumental Financial Group first reported a position in Invesco NASDAQ 100 ETF in Q3 2023 and has held it in 5 quarters since.
728 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.