SWM
QQQM icon

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

Spire 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
2026
Q1 		$1.3M Buy
5,459
+106
+2% +$26.5K 0.04% 344
2025
Q4 		$1.35M Buy
5,353
+52
+1% +$13.1K 0.05% 333
2025
Q3 		$1.31M Buy
5,301
+89
+2% +$21K 0.04% 332
2025
Q2 		$1.18M Buy
5,212
+760
+17% +$156K 0.04% 330
2025
Q1 		$859K Buy
4,452
+1,890
+74% +$395K 0.03% 437
2024
Q4 		$539K Buy
2,562
+1,380
+117% +$287K 0.02% 534
2024
Q3 		$237K Sell
1,182
-1,160
-50% -$226K 0.01% 690
2024
Q2 		$462K Buy
2,342
+2,232
+2,029% +$413K 0.02% 499
2024
Q1 		$20K Sell
110
-4,220
-97% -$745K ﹤0.01% 1512
2023
Q4 		$751K Buy
4,330
+211
+5% +$33K 0.02% 425
2023
Q3 		$607K Sell
4,119
-3,972
-49% -$606K 0.02% 438
2023
Q2 		$1.23M Buy
8,091
+1,651
+26% +$229K 0.05% 310
2023
Q1 		$850K Buy
6,440
+6,333
+5,919% +$769K 0.03% 375
2022
Q4 		$12K Hold
107
– – ﹤0.01% 1550
2022
Q3 		$12K Sell
107
-1,354
-93% -$168K ﹤0.01% 1514
2022
Q2 		$168K Sell
1,461
-125
-8% -$16K 0.01% 825
2022
Q1 		$236K Buy
+1,586
New +$232K 0.01% 822

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return