CWMK
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Caliber Wealth Management (Kansas)’s Invesco QQQ Trust QQQ Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$16.2M Sell
29,374
-351
-1% -$194K 1.74% 12
2025
Q1 		$13.9M Buy
+29,725
New +$13.9M 1.9% 8