QQQM — INVESCO EXCH TRADED FD TR II

Ownership history in Executive Wealth Management, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in INVESCO EXCH TRADED FD TR II (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
1.72% (2024 Q2)
Avg. % of fund
0.83%
First filed
2021 Q4
Last filed
2024 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 75,221 +25,982 +52.8% 1.24% $15.8M $209.28
2024 Q3 ADDED 49,239 +1,540 +3.2% 1.26% $9.9M $199.45
2024 Q2 ADDED 47,699 +3,581 +8.1% 1.72% $9.4M $195.44
2024 Q1 ADDED 44,118 +42,765 +3160.8% 0.71% $8.1M $180.85
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% 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% DENVER WEALTH MANAGEMENT, INC. 3Y 19.03% 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%
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