Wealth Enhancement Advisory Services
QVMM

Wealth Enhancement Advisory Services’s Invesco QQQ Trust Series 1 QVMM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio QVMM Stock Details QVMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-67,321
Closed -$1.82M – 3463
2025
Q1 		$1.82M Buy
67,321
+36,595
+119% +$1.05M ﹤0.01% 1294
2024
Q4 		$881K Buy
30,726
+5,586
+22% +$166K ﹤0.01% 1620
2024
Q3 		$727K Buy
+25,140
New +$702K ﹤0.01% 1587

Other funds holding QVMM

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services's QVMM Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Invesco QQQ Trust Series 1 (QVMM) in Q2 2025, closing a stake of 67,321 shares — an estimated $1.82M sold.

Wealth Enhancement Advisory Services first reported a position in QVMM in Q3 2024 and held it in 3 quarters. The position peaked at $1.82M in Q1 2025. 12 funds tracked by Wall St. Rank hold QVMM as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining Invesco QQQ Trust Series 1 position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 67,321 Invesco QQQ Trust Series 1 shares in Q2 2025, an estimated $1.82M.
  • Wealth Enhancement Advisory Services first reported a position in Invesco QQQ Trust Series 1 in Q3 2024 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Invesco QQQ Trust Series 1 position peaked at $1.82M in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Invesco QQQ Trust Series 1 as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.