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Crestwood Advisors Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Crestwood Advisors Group’s Portfolio QQQM Stock Details QQQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$365K Sell
1,609
-733
-31% -$166K 0.01% 397
2025
Q1 		$452K Sell
2,342
-274
-10% -$52.9K 0.01% 354
2024
Q4 		$551K Sell
2,616
-162
-6% -$34.1K 0.01% 292
2024
Q3 		$558K Buy
+2,778
New +$558K 0.01% 281