O'Brien Wealth Partners’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

O'Brien Wealth Partners’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
2025 Q3	–	Sell	-1,200	Closed	-$273K	–	102
2025 Q2	$273K	Hold	1,200	–	–	0.04%	47
2025 Q1	$232K	Hold	1,200	–	–	0.04%	46
2024 Q4	$253K	Hold	1,200	–	–	0.05%	42
2024 Q3	$241K	Hold	1,200	–	–	0.05%	40
2024 Q2	$237K	Hold	1,200	–	–	0.05%	38
2024 Q1	$219K	Buy	+1,200	New	+$212K	0.05%	38

Other funds holding QQQM

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

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

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

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

FCAS

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NMIFOAC

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

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

O'Brien Wealth Partners's QQQM Position: Q3 2025 in Review

O'Brien Wealth Partners sold out of Invesco NASDAQ 100 ETF (QQQM) in Q3 2025, closing a stake of 1,200 shares — an estimated $273K sold.

O'Brien Wealth Partners first reported a position in QQQM in Q1 2024 and held it in 6 quarters. The position peaked at $273K in Q2 2025. 1,034 funds tracked by Wall St. Rank hold QQQM as of Q3 2025.

O'Brien Wealth Partners reported no remaining Invesco NASDAQ 100 ETF position as of Q3 2025 after selling out during the quarter.
O'Brien Wealth Partners sold 1,200 Invesco NASDAQ 100 ETF shares in Q3 2025, an estimated $273K.
O'Brien Wealth Partners first reported a position in Invesco NASDAQ 100 ETF in Q1 2024 and held it in 6 quarters.
O'Brien Wealth Partners's Invesco NASDAQ 100 ETF position peaked at $273K in Q2 2025.
1,034 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2025.

Based on O'Brien Wealth Partners's 13F filing for Q3 2025, filed 22 Oct 2025.