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Invesco Nasdaq 100 Etf shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Invesco Nasdaq 100 Etf (QQQM) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Invesco Nasdaq 100 Etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco Nasdaq 100 Etf held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Nasdaq 100 Etf by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.2M 21k 252.92
2025-09-30 $5.2M 21k 247.12
2025-06-30 $9.0M 40k 227.10

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Us Equity Market (DFUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Ishs 1-5yr Invs (IGSB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for Bernardo Wealth Planning

Top funds holding Invesco Nasdaq 100 Etf

Invesco
LPL Financial
Envestnet Asset Management
First Command Advisory Services
Northwestern Mutual Wealth Management Company
Migdal Insurance & Financial Holdings
Clal Insurance Enterprises Holdings
National Mutual Insurance Federation of Agricultural Cooperatives
Raymond James Financial
Ameriprise Financial
Jones Financial Companies, L.L
Pnc Financial Services
Vantagepoint Investment Advisers
Cetera Investment Advisers
Meitav Dash Investments

View all funds holding Invesco Nasdaq 100 Etf