Retirement Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Retirement Group’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 Q1	$34.9K	Buy	191 +6	+3%	+$1.06K	0.01%	280
2023 Q4	$31.2K	Buy	185 +23	+14%	+$3.59K	0.01%	279
2023 Q3	$23.9K	Buy	162 +35	+28%	+$5.34K	0.01%	295
2023 Q2	$19.3K	Hold	127	–	–	0.01%	323
2023 Q1	$17K	Hold	127	–	–	0.01%	329
2022 Q4	$14K	Buy	127 +124	+4,133%	+$14.1K	0.01%	320
2022 Q3	$0	Sell	3 -248	-99%	-$30.8K	﹤0.01%	729
2022 Q2	$29K	Buy	251 +124	+98%	+$15.8K	0.01%	264
2022 Q1	$19K	Buy	127 +75	+144%	+$11K	0.01%	353
2021 Q4	$9K	Buy	52 +49	+1,633%	+$7.78K	﹤0.01%	462
2021 Q3	$0	Hold	3	–	–	﹤0.01%	691
2021 Q2	$0	Hold	3	–	–	﹤0.01%	749
2021 Q1	$0	Buy	+3	New	+$394	﹤0.01%	778

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Retirement Group's QQQM Position: Q1 2024 in Review

Retirement Group increased its Invesco NASDAQ 100 ETF (QQQM) stake by 3.2% in Q1 2024, buying an estimated $1.06K and bringing the position to 191 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #280.

Retirement Group first reported a position in QQQM in Q1 2021 and has held it in 13 quarters since. 609 funds tracked by Wall St. Rank hold QQQM as of Q1 2024.

Retirement Group held 191 shares of Invesco NASDAQ 100 ETF worth $34.9K as of Q1 2024.
Retirement Group bought 6 Invesco NASDAQ 100 ETF shares in Q1 2024, an estimated $1.06K.
Invesco NASDAQ 100 ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #280 holding.
Retirement Group first reported a position in Invesco NASDAQ 100 ETF in Q1 2021 and has held it in 13 quarters since.
609 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.