FMWA
Forvis Mazars Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Hold |
2,019
| – | – | 0.01% | 299 |
|
|
2025
Q1 | $390K | Hold |
2,019
| – | – | 0.01% | 325 |
|
|
2024
Q4 | $425K | Sell |
2,019
-31
| -2% | -$6.52K | 0.01% | 335 |
|
|
2024
Q3 | $412K | Hold |
2,050
| – | – | 0.01% | 341 |
|
|
2024
Q2 | $404K | Hold |
2,050
| – | – | 0.01% | 316 |
|
|
2024
Q1 | $375K | Hold |
2,050
| – | – | 0.01% | 326 |
|
|
2023
Q4 | $346K | Buy |
+2,050
| New | +$346K | 0.01% | 321 |
|