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Selective Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Selective Wealth Management’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 		– Sell
-112
Closed -$12K – 583
2022
Q3 		$12K Buy
112
+70
+167% +$8.69K 0.01% 500
2022
Q2 		$5K Buy
+42
New +$5.36K ﹤0.01% 635

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

Selective Wealth Management's QQQM Position: Q4 2022 in Review

Selective Wealth Management sold out of Invesco NASDAQ 100 ETF (QQQM) in Q4 2022, closing a stake of 112 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in QQQM in Q2 2022 and held it in 2 quarters. The position peaked at $12K in Q3 2022. 302 funds tracked by Wall St. Rank hold QQQM as of Q4 2022.

  • Selective Wealth Management reported no remaining Invesco NASDAQ 100 ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 112 Invesco NASDAQ 100 ETF shares in Q4 2022, an estimated $12K.
  • Selective Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's Invesco NASDAQ 100 ETF position peaked at $12K in Q3 2022.
  • 302 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.