WP
QQQM icon

WealthPLAN Partners’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-174
Closed -$26.4K – 942
2023
Q2 		$26.4K Hold
174
– – ﹤0.01% 628
2023
Q1 		$23K Buy
+174
New +$21.1K ﹤0.01% 697

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

WealthPLAN Partners's QQQM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco NASDAQ 100 ETF (QQQM) in Q3 2023, closing a stake of 174 shares — an estimated $26.4K sold.

WealthPLAN Partners first reported a position in QQQM in Q1 2023 and held it in 2 quarters. The position peaked at $26.4K in Q2 2023. 435 funds tracked by Wall St. Rank hold QQQM as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invesco NASDAQ 100 ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 174 Invesco NASDAQ 100 ETF shares in Q3 2023, an estimated $26.4K.
  • WealthPLAN Partners first reported a position in Invesco NASDAQ 100 ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco NASDAQ 100 ETF position peaked at $26.4K in Q2 2023.
  • 435 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.