B. Riley Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$647K Buy
2024
Q4
$2.88M Sell
2024
Q3
$3.27M Buy
2024
Q2
$2.68M Sell
2024
Q1
$6.27M Buy
2023
Q4
$3.61M Sell
2023
Q3
$6.27M Buy
2023
Q2
$5.27M Buy
2023
Q1
$4.25M Buy
2022
Q3
Sell
2022
Q2
$464K Buy
2022
Q1
$560K Sell
2021
Q4
$690K Buy