Acorn Financial Advisory Services’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.6M Buy
2025
Q1
$13.1M Sell
2024
Q4
$14.6M Buy
2024
Q3
$14.1M Buy
2024
Q2
$13.2M Sell
2024
Q1
$13.3M Sell
2023
Q4
$13.2M Sell
2023
Q3
$13M Buy
2023
Q2
$13.1M Buy
2023
Q1
$10.9M Buy
2022
Q4
$8.45M Sell
2022
Q3
$8.82M Sell
2022
Q2
$9.39M Buy
2022
Q1
$12.1M Buy
2021
Q4
$13.1M Buy
2021
Q3
$11.5M Sell
2021
Q2
$11.9M Sell
2021
Q1
$11.4M Buy
2020
Q4
$744K Sell
2020
Q3
$9.34M Sell
2020
Q2
$8.5M Buy
2020
Q1
$6.27M Sell
2019
Q4
$7.24M Buy