Gratus Wealth Advisors’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
$37.3M Sell
2025
Q1
$31.7M Sell
2024
Q4
$34.8M Buy
2024
Q3
$32.4M Buy
2024
Q2
$31.4M Buy
2024
Q1
$27.3M Buy
2023
Q4
$18M Buy