QQQM β€” INVESCO EXCH TRADED FD TR II

Ownership history in New Perspectives, Inc  Β·  8 quarters on record

AI Ownership Summary

New Perspectives, Inc reported INVESCO EXCH TRADED FD TR II (QQQM) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.45% in 2025 Q3. The latest visible filing shows QQQM at 2.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QQQM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New Perspectives, Inc's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

QQQM was reported at 2.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.45% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How New Perspectives, Inc held QQQM β€” position size vs. price
% of Fund (quarterly)    QQQM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 26,340 +4,204 +19.0% 2.31% $6.7M 2026-02-14 (Est.) $247.49
2025 Q3 ADDED 22,136 +2,251 +11.3% 2.45% $5.5M 2025-10-22 $248.60
2025 Q2 ADDED 19,885 +1,314 +7.1% 2.23% $4.5M 2025-07-17 $230.36
2025 Q1 ADDED 18,571 +1,344 +7.8% 1.91% $3.6M 2025-04-25 $193.53
2024 Q4 ADDED 17,227 +2,367 +15.9% 1.94% $3.6M 2025-01-22 $217.32
2024 Q3 ADDED 14,860 +6,972 +88.4% 1.59% $3.0M 2024-10-18 $201.82
2024 Q2 ADDED 7,888 +4,142 +110.6% 0.83% $1.6M 2024-07-17 $196.35
2024 Q1 INITIATED 3,746 β€” β€” 0.38% $684K 2024-04-22 $170.38

FAQ About New Perspectives, Inc and QQQM

These are the practical questions this page is built to answer before you even open the full history table.

How long has New Perspectives, Inc reported owning QQQM?

New Perspectives, Inc reported QQQM across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported QQQM position in New Perspectives, Inc's portfolio?

The largest reported portfolio weight for QQQM was 2.45% in 2025 Q3.

What is the latest reported QQQM position on this page?

The most recent filing on this page is 2025 Q4, when New Perspectives, Inc reported 26,340 shares, equal to 2.31% of portfolio, with an estimated market value of $6.7M.

What does the chart on this QQQM ownership page compare?

The chart compares New Perspectives, Inc's quarterly QQQM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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