EWA
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Elevate Wealth Advisory’s Invesco QQQ Trust QQQ Stock Holding History

Elevate Wealth Advisory’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$310K Buy
561
+32
+6% +$17.7K 0.22% 58
2025
Q1 		$248K Hold
529
– – 0.18% 65
2024
Q4 		$270K Hold
529
– – 0.2% 58
2024
Q3 		$259K Hold
529
– – 0.19% 58
2024
Q2 		$254K Buy
+529
New +$254K 0.21% 54