Carter Financial Group’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	$2.27M	Buy	+4,107	New	+$2.27M	1.48%	15
2022 Q1	$10.2M	Buy	+28,002	New	+$10.2M	13.61%	2