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Summit Wealth Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Summit Wealth Group’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
2023
Q2 		– Sell
-15,181
Closed – – 217
2023
Q1 		$0 Buy
+15,181
New +$1.84M ﹤0.01% 242

Other funds holding QQQM

FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Summit Wealth Group's QQQM Position: Q2 2023 in Review

Summit Wealth Group sold out of Invesco NASDAQ 100 ETF (QQQM) in Q2 2023, closing a stake of 15,181 shares.

Summit Wealth Group first reported a position in QQQM in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 407 funds tracked by Wall St. Rank hold QQQM as of Q2 2023.

  • Summit Wealth Group reported no remaining Invesco NASDAQ 100 ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 15,181 Invesco NASDAQ 100 ETF shares in Q2 2023.
  • Summit Wealth Group first reported a position in Invesco NASDAQ 100 ETF in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's Invesco NASDAQ 100 ETF position peaked at $0 in Q1 2023.
  • 407 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.