FWA
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FORM Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

FORM Wealth Advisors’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 		$44.8M Buy
81,190
+10,171
+14% +$5.61M 5.42% 5
2025
Q1 		$33.3M Buy
+71,019
New +$33.3M 4.52% 7