AssuredPartners Investment Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Sell
1,721
-35,082
-95% -$7.97M 0.1% 159
2025
Q1
$7.1M Buy
36,803
+1,858
+5% +$359K 1.37% 12
2024
Q4
$7.35M Buy
+34,945
New +$7.35M 1.43% 11