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Wiser Advisor Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Wiser Advisor 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
2024
Q2 		– Sell
-478
Closed -$87.3K – 316
2024
Q1 		$87.3K Hold
478
– – 0.14% 71
2023
Q4 		$80.6K Buy
+478
New +$74.7K 0.13% 67

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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wiser Advisor Group's QQQM Position: Q2 2024 in Review

Wiser Advisor Group sold out of Invesco NASDAQ 100 ETF (QQQM) in Q2 2024, closing a stake of 478 shares — an estimated $87.3K sold.

Wiser Advisor Group first reported a position in QQQM in Q4 2023 and held it in 2 quarters. The position peaked at $87.3K in Q1 2024. 681 funds tracked by Wall St. Rank hold QQQM as of Q2 2024.

  • Wiser Advisor Group reported no remaining Invesco NASDAQ 100 ETF position as of Q2 2024 after selling out during the quarter.
  • Wiser Advisor Group sold 478 Invesco NASDAQ 100 ETF shares in Q2 2024, an estimated $87.3K.
  • Wiser Advisor Group first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and held it in 2 quarters.
  • Wiser Advisor Group's Invesco NASDAQ 100 ETF position peaked at $87.3K in Q1 2024.
  • 681 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2024.

Based on Wiser Advisor Group's 13F filing for Q2 2024, filed 14 Aug 2024.