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Planning Capital Management Corporation’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Planning Capital Management Corporation’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 		$1.62M Buy
8,044
+5,039
+168% +$981K 1.07% 26
2024
Q2 		$592K Buy
3,005
+2,641
+726% +$489K 0.42% 45
2024
Q1 		$66.4K Buy
+364
New +$64.2K 0.05% 172

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Planning Capital Management Corporation's QQQM Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Invesco NASDAQ 100 ETF (QQQM) stake by 168% in Q3 2024, buying an estimated $981K and bringing the position to 8,044 shares worth $1.62M. The position accounts for 1.07% of the portfolio, ranked #26.

Planning Capital Management Corporation first reported a position in QQQM in Q1 2024 and has held it in 3 quarters since. 726 funds tracked by Wall St. Rank hold QQQM as of Q3 2024.

  • Planning Capital Management Corporation held 8,044 shares of Invesco NASDAQ 100 ETF worth $1.62M as of Q3 2024.
  • Planning Capital Management Corporation bought 5,039 Invesco NASDAQ 100 ETF shares in Q3 2024, an estimated $981K.
  • Invesco NASDAQ 100 ETF made up 1.07% of Planning Capital Management Corporation's portfolio in Q3 2024, its #26 holding.
  • Planning Capital Management Corporation first reported a position in Invesco NASDAQ 100 ETF in Q1 2024 and has held it in 3 quarters since.
  • 726 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.