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Morton Brown Family Wealth’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Morton Brown Family 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
Q1 		– Sell
-16
Closed -$3K – 193
2021
Q4 		$3K Buy
+16
New +$2.54K ﹤0.01% 150

Other funds holding QQQM

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morton Brown Family Wealth's QQQM Position: Q1 2022 in Review

Morton Brown Family Wealth sold out of Invesco NASDAQ 100 ETF (QQQM) in Q1 2022, closing a stake of 16 shares — an estimated $3K sold.

Morton Brown Family Wealth first reported a position in QQQM in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 225 funds tracked by Wall St. Rank hold QQQM as of Q1 2022.

  • Morton Brown Family Wealth reported no remaining Invesco NASDAQ 100 ETF position as of Q1 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 16 Invesco NASDAQ 100 ETF shares in Q1 2022, an estimated $3K.
  • Morton Brown Family Wealth first reported a position in Invesco NASDAQ 100 ETF in Q4 2021 and held it in 1 quarter.
  • Morton Brown Family Wealth's Invesco NASDAQ 100 ETF position peaked at $3K in Q4 2021.
  • 225 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2022.

Based on Morton Brown Family Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.