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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13M Sell
2025
Q1
$13.1M Sell
2024
Q4
$14.4M Buy
2024
Q3
$13.6M Sell
2024
Q2
$13.5M Sell
2024
Q1
$12.6M Buy
2023
Q4
$11.5M Buy
2023
Q3
$9.89M Buy
2023
Q2
$9.99M Sell
2023
Q1
$9.4M Buy
2022
Q4
$7.78M Sell
2022
Q3
$13M Buy
2022
Q2
$13.5M Buy
2022
Q1
$17.1M Buy
2021
Q4
$17.5M Buy