Investment Position Established: Investment Planning Advisors, Inc. initiated a new position in the Invesco NASDAQ 100 ETF (NASDAQ: QQQM) by acquiring 72,104 shares valued at approximately $17.82 million, representing 5.6% of their reportable assets under management (AUM).
Performance Overview: As of October 20, 2025, QQQM shares were priced at $251.76, reflecting a 23.7% increase over the past year and outperforming the S&P 500 by nearly 10 percentage points.
ETF Characteristics: The Invesco NASDAQ 100 ETF aims to track the NASDAQ-100 Index by investing at least 90% of its assets in the index's constituents, primarily focusing on large-cap nonfinancial companies, with over 64% of its portfolio in the tech sector.
Risk and Diversification: While the tech sector offers significant growth potential, it also carries volatility; investing in ETFs like QQQM can help mitigate risk and enhance diversification for investors seeking long-term capital appreciation.
Wall Street analysts forecast QQQM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for QQQM is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
Wall Street analysts forecast QQQM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for QQQM is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 253.700
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Current: 253.700
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.