AssuredPartners Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$310K	Sell	562 -360	-39%	-$199K	0.08%	184
2025 Q1	$432K	Sell	922 -240	-21%	-$113K	0.08%	212
2024 Q4	$594K	Buy	+1,162	New	+$594K	0.12%	179