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QQQM icon

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% 751
2021
Q1 		$0 Buy
+3
New +$394 ﹤0.01% 778

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return