QQQM — INVESCO NASDAQ

Ownership history in DENVER WEALTH MANAGEMENT, INC.  ·  17 quarters on record

This page tracks every 13F SEC filing in which DENVER WEALTH MANAGEMENT, INC. reported a position in INVESCO NASDAQ (QQQM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
19.11% (2025 Q3)
Avg. % of fund
13.1%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 212,334 +2,448 +1.2% 19.03% $53.7M $252.92
2025 Q3 ADDED 209,886 +29,323 +16.2% 19.11% $51.9M $246.81
2025 Q2 ADDED 180,563 +20,122 +12.5% 16.96% $41.0M $226.53
2025 Q1 ADDED 160,441 +6,076 +3.9% 14.12% $31.0M $192.26
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QQQM price (monthly, adj. close)

Other funds also holding QQQM

As of 2025 Q4 — sorted by position size

Brueske Advisory Services, LLC 20.02% Paragon Advisors, LLC 3Y 18.53% Whelan Financial 3Y 16.66% CABANA LLC 3Y 7Y 15.22% Latko Wealth Management, Ltd. 13.04% Integrated Capital Management, LLC 12.35% AAF Wealth Management, LLC 3Y 11.18% Bouchey Financial Group Ltd 3Y 7Y 11.15% ACT Advisors, LLC. 3Y 10.85% 360 Financial, Inc. 3Y 10.83%
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