CPA
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Compass Planning Associates’s Invesco QQQ Trust QQQ Stock Holding History

Compass Planning Associates’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 		$485K Hold
879
– – 0.45% 23
2025
Q1 		$412K Hold
879
– – 0.42% 24
2024
Q4 		$449K Buy
+879
New +$449K 0.46% 24