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

One Plus One 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
2023
Q1 		– Sell
-43,488
Closed -$4.76M – 96
2022
Q4 		$4.76M Buy
+43,488
New +$4.95M 3.33% 6

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

One Plus One Wealth Management's QQQM Position: Q1 2023 in Review

One Plus One Wealth Management sold out of Invesco NASDAQ 100 ETF (QQQM) in Q1 2023, closing a stake of 43,488 shares — an estimated $4.76M sold.

One Plus One Wealth Management first reported a position in QQQM in Q4 2022 and held it in 1 quarter. The position peaked at $4.76M in Q4 2022. 359 funds tracked by Wall St. Rank hold QQQM as of Q1 2023.

  • One Plus One Wealth Management reported no remaining Invesco NASDAQ 100 ETF position as of Q1 2023 after selling out during the quarter.
  • One Plus One Wealth Management sold 43,488 Invesco NASDAQ 100 ETF shares in Q1 2023, an estimated $4.76M.
  • One Plus One Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q4 2022 and held it in 1 quarter.
  • One Plus One Wealth Management's Invesco NASDAQ 100 ETF position peaked at $4.76M in Q4 2022.
  • 359 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2023.

Based on One Plus One Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.