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Richardson Financial Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Richardson Financial Services’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 		– Sell
-240
Closed -$40.5K – 639
2023
Q4 		$40.5K Buy
+240
New +$37.5K 0.04% 229

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $16.6B 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 $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 $9.12B AUM 42.07% 1-Year Est. Return

Richardson Financial Services's QQQM Position: Q1 2024 in Review

Richardson Financial Services sold out of Invesco NASDAQ 100 ETF (QQQM) in Q1 2024, closing a stake of 240 shares — an estimated $40.5K sold.

Richardson Financial Services first reported a position in QQQM in Q4 2023 and held it in 1 quarter. The position peaked at $40.5K in Q4 2023. 607 funds tracked by Wall St. Rank hold QQQM as of Q1 2024.

  • Richardson Financial Services reported no remaining Invesco NASDAQ 100 ETF position as of Q1 2024 after selling out during the quarter.
  • Richardson Financial Services sold 240 Invesco NASDAQ 100 ETF shares in Q1 2024, an estimated $40.5K.
  • Richardson Financial Services first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and held it in 1 quarter.
  • Richardson Financial Services's Invesco NASDAQ 100 ETF position peaked at $40.5K in Q4 2023.
  • 607 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2024.

Based on Richardson Financial Services's 13F filing for Q1 2024, filed 3 May 2024.