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

SigFig 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
2024 Q1	–	Sell	-21,416	Closed	-$3.61M	–	130
2023 Q4	$3.61M	Sell	21,416 -15,880	-43%	-$2.48M	0.14%	59
2023 Q3	$5.5M	Sell	37,296 -5,106	-12%	-$779K	0.22%	46
2023 Q2	$6.35M	Buy	42,402 +1,559	+4%	+$216K	0.25%	46
2023 Q1	$5.39M	Buy	+40,843	New	+$4.96M	0.3%	43

Other funds holding QQQM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 $14.9B AUM 46.8% 1-Year Est. Return

SigFig Wealth Management's QQQM Position: Q1 2024 in Review

SigFig Wealth Management sold out of Invesco NASDAQ 100 ETF (QQQM) in Q1 2024, closing a stake of 21,416 shares — an estimated $3.61M sold.

SigFig Wealth Management first reported a position in QQQM in Q1 2023 and held it in 4 quarters. The position peaked at $6.35M in Q2 2023. 609 funds tracked by Wall St. Rank hold QQQM as of Q1 2024.

SigFig Wealth Management reported no remaining Invesco NASDAQ 100 ETF position as of Q1 2024 after selling out during the quarter.
SigFig Wealth Management sold 21,416 Invesco NASDAQ 100 ETF shares in Q1 2024, an estimated $3.61M.
SigFig Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q1 2023 and held it in 4 quarters.
SigFig Wealth Management's Invesco NASDAQ 100 ETF position peaked at $6.35M in Q2 2023.
609 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2024.

Based on SigFig Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.