CWM
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Congress Wealth Management’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Congress Wealth Management’s Portfolio QTEC Stock Details QTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.3M Hold
6,090
– – 0.01% 644
2025
Q1 		$1.1M Buy
+6,090
New +$1.1M 0.01% 615