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☆QQQM

55 in-universe funds with a nonzero position in QQQM within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#49
Score / z0.343 / 2.30
Consensus19.14 over 39 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 600.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 424.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 218.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 217.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 174.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 42.5 4.8% 2 -0.9 pp +4.8 pp +4.8 pp +4.8 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 39.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 37.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 22.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 21.8 22.3% 1 +22.3 pp +22.3 pp +22.3 pp +22.3 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 17.1 9.2% 2 -1.6 pp +9.2 pp +9.2 pp +9.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 16.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 10.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 7.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 5.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 5.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 4.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 3.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 2.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 1.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SFM, LLC CIK 0002064225 0.427 69 0.8 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 0.7 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.6 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just QQQM). Qtrs Held counts distinct quarters this fund has actually held QQQM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QQQM position size. Δ columns are the percentage-point change in QQQM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status