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Elm3 Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Elm3 Financial Group’s Portfolio QQQ Stock Details QQQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.15M Sell
7,531
-557
-7% -$307K 3.45% 8
2025
Q1 		$3.79M Sell
8,088
-2,004
-20% -$940K 3.33% 9
2024
Q4 		$5.16M Buy
+10,092
New +$5.16M 4.4% 6