Cornerstone Planning Group’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
$58.4M Buy
+253,424
New +$58.4M 11.93% 1
2024
Q2
Sell
-196
Closed -$35.1K 1325
2024
Q1
$35.1K Hold
196
0.01% 213
2023
Q4
$33K Sell
196
-301
-61% -$50.7K 0.01% 243
2023
Q3
$73.3K Sell
497
-70
-12% -$10.3K 0.03% 136
2023
Q2
$86.2K Buy
+567
New +$86.2K 0.03% 150