Commonwealth Financial Services’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$33.4M Buy
2025
Q2
$29.7M Sell
2025
Q1
$26.3M Buy
2024
Q4
$27.5M Buy
2024
Q3
$25.6M Sell
2024
Q2
$27M Buy
2024
Q1
$19.1M Hold
2023
Q4
$19.1M Buy
2023
Q3
$9.03M Buy
2017
Q1
$9.91M Buy
2016
Q4
$349K Sell
2016
Q3
$345K Sell
2016
Q2
$424K Sell
2016
Q1
$441K Sell
2015
Q4
$2.04M Buy
2015
Q3
$420K Buy
2015
Q2
$156K Sell
2015
Q1
$486K Sell
2014
Q4
$13.9M Buy