Investment Planning Advisors, Inc. has taken a bold leap into the Invesco NASDAQ 100 ETF (NASDAQ:QQQM) with a purchase of 72,104 shares-a $17.82 million transaction that reads like a Wall Street rom-com where the protagonist finally buys the stock they’ve been eyeing for decades. According to an SEC filing dated October 21, 2025, this move isn’t just a bet; it’s a full-blown love letter to the NASDAQ-100. Dear reader, if you’re confused, don’t worry-so is the SEC.
What happened
The filing reveals that Investment Planning Advisors, Inc. didn’t just dip their toes in the QQQM pool-they cannonballed. With 72,104 shares acquired at an average quarterly price of $247.00, the trade now accounts for 5.6% of their 13F reportable AUM. Imagine if your portfolio were a dinner party: QQQM would be the guest who arrives early, stays late, and steals the spotlight. Plot twist: They’re also the one who spills wine on the carpet.
What else to know
This wasn’t a mid-quarter panic buy-it was a strategic pivot. The ETF now ranks as the firm’s seventh-largest holding, nestled between SPLG ($40.51 million) and VEXA.X ($34.26 million). Picture a portfolio as a game of musical chairs; QQQM just claimed a seat. The rest of the top holdings? MGC, FRDM, and VCRB. Sound like stock tickers or a punk band? You decide.
As of October 20, 2025, QQQM shares traded at $251.76, up 23.7% year-to-date. That’s not just a win-it’s a standing ovation. The ETF outperformed the S&P 500 by 9.93 percentage points, which is like saying a cheetah is faster than a sloth… but with more dividends. Or, as the SEC might say, “This isn’t a Ponzi scheme… probably.”
ETF overview
| Metric | Value |
|---|---|
| Net Assets | $63.39 billion |
| Price (as of market close 2025-10-20) | $251.76 |
| Dividend yield | 0.50% |
| 1-year total return | 23.70% |
ETF snapshot
Invesco NASDAQ 100 ETF is the financial equivalent of a blockbuster movie: it tracks the NASDAQ-100 Index, which itself is a collection of 100 of the largest non-financial companies on NASDAQ. Think of it as the Avengers of ETFs-minus the CGI budget. With a non-diversified structure, it’s like a focused team of tech wizards (Apple, Microsoft, Amazon) and a few oddballs (like AMD or Tesla) who occasionally set the world on fire. Or, as we might call it in 2025, “the future.”
Foolish take
Investment Planning Advisors, Inc. isn’t just buying QQQM-they’re betting on the idea that tech will continue to outpace the rest of the economy. Over the past five years, the ETF has surged 115%, which is impressive unless you’re a bond investor, in which case you’re probably muttering about inflation. With 64% of its assets in tech, QQQM is the financial equivalent of a rocket ship… but one that occasionally performs loop-the-loops. Volatility is the spice of investing, after all.
Yet here’s the kicker: ETFs like QQQM let you ride the tech wave without drowning in its turbulence. It’s diversification with a side of specificity. While the sector is prone to drama (read: crashes), the fund’s index-tracking approach ensures you’re not left holding the bag when a single stock implodes. Unless the bag is made of Bitcoin, in which case, good luck.
Glossary
ETF: Exchange-Traded Fund; an investment fund that’s less fun than a Netflix queue but more exciting than a tax audit.
Position: The amount of a security held in a portfolio. Also, your stance during a bear market.
AUM: Assets Under Management; the total value of assets a firm oversees. Often used to sound important at dinner parties.
13F assets: Securities reported by institutional managers. Think of it as the SEC’s version of a high school yearbook.
Passively managed: An investment strategy that’s less work than actively managing. Ideal for lazy geniuses.
Index-tracking: A fund’s way of saying, “I won’t try to beat the market, but I’ll follow it like a lost puppy.”
Non-diversified: A fund that’s either brave or foolish. You decide.
Capital appreciation: The joy of watching your money grow. Or, as your parents might call it, “the magic of compound interest.”
Dividend yield: The annual dividend as a percentage of price. A number that makes retirees smile.
Total return: The sum of price changes and dividends. Essentially, the financial version of a “win-win.”
Large-cap: Companies so big they have their own zip codes. Not to be confused with “large” as in “large egos.”
And there you have it-another day in the life of a macro strategist who’s just trying to make sense of a world where ETFs outperform sloths and the SEC still exists. 🚀
Read More
- The Unexpected Triumph of Novo Nordisk: A Dividend Hunter’s Delight
- Gold Rate Forecast
- XRP On The Brink: Are We About To Witness Crypto Fireworks Or Just Another Fizzle? 🎭
- General Hospital Recap, July 23 Episode: Drew Suspects Willow of Stalking Daisy
- Superman Lore Changed Forever? YOU WON’T BELIEVE WHAT HAPPENS!
- AI Investing Through Dan Ives’ Lens: A Revolutionary ETF
- Bitcoin’s Paradox: Billionaire Buys, Price Stagnates
- Brent Oil Forecast
- Tokenized Shares: Crypto’s Mirage of Innovation
- Big Sell on Big Data: When Even the Suits Say ‘Enough’s Enough’
2025-10-31 02:49