FTWA
Fifth Third Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.54M | Buy |
8,221
+4,262
| +108% | +$2.35M | 0.19% | 94 |
|
2025
Q1 | $1.86M | Buy |
3,959
+4
| +0.1% | +$1.88K | 0.1% | 147 |
|
2024
Q4 | $2.02M | Buy |
3,955
+1,028
| +35% | +$526K | 0.11% | 125 |
|
2024
Q3 | $1.43M | Sell |
2,927
-6
| -0.2% | -$2.93K | 0.09% | 151 |
|
2024
Q2 | $1.41M | Buy |
2,933
+289
| +11% | +$138K | 0.11% | 131 |
|
2024
Q1 | $1.17M | Buy |
2,644
+361
| +16% | +$160K | 0.18% | 87 |
|
2023
Q4 | $935K | Buy |
2,283
+13
| +0.6% | +$5.32K | 0.3% | 78 |
|
2023
Q3 | $813K | Buy |
2,270
+46
| +2% | +$16.5K | 0.33% | 78 |
|
2023
Q2 | $822K | Buy |
2,224
+271
| +14% | +$100K | 0.53% | 52 |
|
2023
Q1 | $627K | Buy |
+1,953
| New | +$627K | 1.16% | 33 |
|