Apella Capital’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
Q3
$22.7M Buy
2025
Q2
$20.8M Buy
2025
Q1
$1.9M Buy
2024
Q4
$1.95M Buy
2024
Q3
$1.78M Buy
2024
Q2
$1.68M Sell
2024
Q1
$1.5M Buy
2023
Q4
$1.32M Buy
2023
Q3
$1.06M Buy
2023
Q2
$1.08M Buy
2022
Q4
$489K Buy
2022
Q3
$323K Buy
2022
Q2
$217K Buy
2022
Q1
Sell
2021
Q4
$267K Sell
2021
Q3
$257K Sell
2021
Q2
$255K Buy