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

Sugarloaf 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
Q4 		$431K Buy
2,046
+68
+3% +$14.2K 0.08% 105
2024
Q3 		$397K Buy
1,978
+224
+13% +$43.6K 0.08% 108
2024
Q2 		$346K Buy
1,754
+907
+107% +$168K 0.07% 105
2024
Q1 		$155K Buy
847
+354
+72% +$62.5K 0.03% 186
2023
Q4 		$83.1K Buy
+493
New +$77K 0.02% 234

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sugarloaf Wealth Management's QQQM Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 3.4% in Q4 2024, buying an estimated $14.2K and bringing the position to 2,046 shares worth $431K. The position accounts for 0.08% of the portfolio, ranked #105.

Sugarloaf Wealth Management first reported a position in QQQM in Q4 2023 and has held it in 5 quarters since. 849 funds tracked by Wall St. Rank hold QQQM as of Q4 2024.

  • Sugarloaf Wealth Management held 2,046 shares of Invesco NASDAQ 100 ETF worth $431K as of Q4 2024.
  • Sugarloaf Wealth Management bought 68 Invesco NASDAQ 100 ETF shares in Q4 2024, an estimated $14.2K.
  • Invesco NASDAQ 100 ETF made up 0.08% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #105 holding.
  • Sugarloaf Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and has held it in 5 quarters since.
  • 849 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.