AllGen Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

AllGen Financial Advisors’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.64M	Buy
2025 Q2	$3.52M	Sell
2025 Q1	$6.96M	Buy
2024 Q4	$7.22M	Sell
2024 Q3	$7.13M	Buy
2024 Q2	$6.86M	Sell
2024 Q1	$6.38M	Buy
2023 Q3	–	Sell
2023 Q2	$5.56M	Buy