Heritage Wealth Architects’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.61M Sell
20,290
-1,520
-7% -$345K 3.39% 9
2025
Q1
$4.21M Buy
+21,810
New +$4.21M 4.09% 7