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Sargent Bickham Lagudis’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Sargent Bickham Lagudis’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 		$2.3K Hold
21
– – ﹤0.01% 896
2022
Q3 		$2K Buy
+21
New +$2.61K ﹤0.01% 900

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $142M AUM 51.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Sargent Bickham Lagudis's QQQM Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Invesco NASDAQ 100 ETF (QQQM) position steady in Q4 2022 at 21 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Sargent Bickham Lagudis first reported a position in QQQM in Q3 2022 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold QQQM as of Q4 2022.

  • Sargent Bickham Lagudis held 21 shares of Invesco NASDAQ 100 ETF worth $2.3K as of Q4 2022.
  • Sargent Bickham Lagudis left its Invesco NASDAQ 100 ETF share count unchanged in Q4 2022.
  • Invesco NASDAQ 100 ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #896 holding.
  • Sargent Bickham Lagudis first reported a position in Invesco NASDAQ 100 ETF in Q3 2022 and has held it in 2 quarters since.
  • 302 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.