Congress Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.46M	Buy	24,025 +3,039	+14%	+$690K	0.05%	364
2025 Q1	$4.05M	Buy	20,986 +10,035	+92%	+$1.94M	0.05%	360
2024 Q4	$2.3M	Buy	10,951 +880	+9%	+$185K	0.03%	389
2024 Q3	$2.02M	Buy	+10,071	New	+$2.02M	0.03%	428