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WR Wealth Planners’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

WR Wealth Planners’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 		$844 Buy
4
+1
+33% +$208 ﹤0.01% 948
2024
Q3 		$603 Buy
+3
New +$584 ﹤0.01% 1016

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 $1.88B AUM 29.07% 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

WR Wealth Planners's QQQM Position: Q4 2024 in Review

WR Wealth Planners increased its Invesco NASDAQ 100 ETF (QQQM) stake by 33% in Q4 2024, buying an estimated $208 and bringing the position to 4 shares worth $844. The position accounts for ﹤0.01% of the portfolio, ranked #948.

WR Wealth Planners first reported a position in QQQM in Q3 2024 and has held it in 2 quarters since. 849 funds tracked by Wall St. Rank hold QQQM as of Q4 2024.

  • WR Wealth Planners held 4 shares of Invesco NASDAQ 100 ETF worth $844 as of Q4 2024.
  • WR Wealth Planners bought 1 Invesco NASDAQ 100 ETF share in Q4 2024, an estimated $208.
  • Invesco NASDAQ 100 ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #948 holding.
  • WR Wealth Planners first reported a position in Invesco NASDAQ 100 ETF in Q3 2024 and has held it in 2 quarters since.
  • 849 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.