Holistic Planning LLC Has $875,000 Stock Holdings in Invesco NASDAQ 100 ETF (NASDAQ:QQQM)

Holistic Planning LLC lessened its position in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM) by 16.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,159 shares of the company’s stock after selling 828 shares during the quarter. Holistic Planning LLC’s holdings in Invesco NASDAQ 100 ETF were worth $875,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in QQQM. Financial Management Professionals Inc. acquired a new stake in Invesco NASDAQ 100 ETF during the 4th quarter worth $25,000. Massmutual Trust Co. FSB ADV acquired a new position in Invesco NASDAQ 100 ETF in the third quarter valued at about $29,000. Legacy Investment Solutions LLC bought a new position in Invesco NASDAQ 100 ETF during the third quarter worth about $31,000. Kieckhefer Group LLC bought a new stake in shares of Invesco NASDAQ 100 ETF in the 4th quarter valued at about $32,000. Finally, Mendota Financial Group LLC bought a new stake in shares of Invesco NASDAQ 100 ETF in the 3rd quarter valued at about $40,000.

Invesco NASDAQ 100 ETF Price Performance

Invesco NASDAQ 100 ETF stock opened at $214.99 on Monday. The firm has a market capitalization of $42.64 billion, a price-to-earnings ratio of 34.39 and a beta of 1.18. The company’s 50 day simple moving average is $213.88 and its 200 day simple moving average is $203.38. Invesco NASDAQ 100 ETF has a fifty-two week low of $169.96 and a fifty-two week high of $221.92.

Invesco NASDAQ 100 ETF Announces Dividend

The company also recently declared a dividend, which was paid on Friday, December 27th. Stockholders of record on Monday, December 23rd were issued a $0.3103 dividend. The ex-dividend date of this dividend was Monday, December 23rd.

Invesco NASDAQ 100 ETF Company Profile

The Invesco NASDAQ 100 ETF (QQQM) is an exchange-traded fund that is based on the NASDAQ-100 index. The fund is passively managed to track a modified-market-cap weighted narrow index of 100 NASDAQ-listed stocks, excluding financials. QQQM was launched on Oct 13, 2020 and is managed by Invesco.