Pathstone Family Office’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Pathstone Family Office’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 Q3	$441K	Buy	+2,995	New	+$457K	﹤0.01%	1100

Other funds holding QQQM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Pathstone Family Office's QQQM Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q3 2023: 2,995 shares worth $441K. The stake represents ﹤0.01% of the portfolio and ranks #1100 among its holdings.

434 funds tracked by Wall St. Rank hold QQQM as of Q3 2023.

Pathstone Family Office held 2,995 shares of Invesco NASDAQ 100 ETF worth $441K as of Q3 2023.
Invesco NASDAQ 100 ETF was a new Pathstone Family Office position in Q3 2023.
Invesco NASDAQ 100 ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1100 holding.
434 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.