Aviso Wealth Management’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	$1.97M	Buy	3,578 +65	+2%	+$35.9K	0.92%	25
2025 Q1	$1.65M	Hold	3,513	–	–	0.88%	30
2024 Q4	$1.8M	Buy	3,513 +9	+0.3%	+$4.6K	0.92%	27
2024 Q3	$1.71M	Buy	3,504 +2,954	+537%	+$1.44M	0.93%	28
2024 Q2	$264K	Buy	+550	New	+$264K	0.16%	119