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Sanford Advisory Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Sanford Advisory 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
2022
Q4 		$462K Buy
+4,214
New +$479K 0.11% 87
2022
Q3 		– Sell
-2,001
Closed -$231K – 117
2022
Q2 		$231K Buy
+2,001
New +$256K 0.07% 106

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 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
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

Sanford Advisory Services's QQQM Position: Q4 2022 in Review

Sanford Advisory Services opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q4 2022: 4,214 shares worth $462K. The stake represents 0.11% of the portfolio and ranks #87 among its holdings. This is a return to the name: Sanford Advisory Services previously reported a position in QQQM as recently as Q2 2022.

Sanford Advisory Services first reported a position in QQQM in Q2 2022 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold QQQM as of Q4 2022.

  • Sanford Advisory Services held 4,214 shares of Invesco NASDAQ 100 ETF worth $462K as of Q4 2022.
  • Invesco NASDAQ 100 ETF was a new Sanford Advisory Services position in Q4 2022.
  • Invesco NASDAQ 100 ETF made up 0.11% of Sanford Advisory Services's portfolio in Q4 2022, its #87 holding.
  • Sanford Advisory Services first reported a position in Invesco NASDAQ 100 ETF in Q2 2022 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.