Crux Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$608K Buy
1,101
+13
+1% +$7.18K 0.26% 99
2025
Q1
$510K Buy
1,088
+37
+4% +$17.3K 0.27% 105
2024
Q4
$537K Buy
+1,051
New +$537K 0.3% 89