Fiduciary Financial Group’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
$6.44M Buy
11,778
+404
+4% +$221K 1.16% 21
2025
Q1
$5.07M Sell
11,374
-567
-5% -$253K 1.1% 23
2024
Q4
$6.06M Buy
11,941
+366
+3% +$186K 1.32% 16
2024
Q3
$5.66M Buy
11,575
+977
+9% +$478K 1.3% 18
2024
Q2
$5.26M Buy
+10,598
New +$5.26M 1.27% 19