BankPlus 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
$609K Buy
1,104
+1
+0.1% +$552 0.4% 48
2025
Q1
$517K Hold
1,103
0.38% 52
2024
Q4
$564K Buy
+1,103
New +$564K 0.42% 44