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

Heritage Wealth Partners’s Portfolio QQQM Stock Details QQQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$894K Sell
4,631
-14,226
-75% -$2.75M 1.36% 18
2024
Q4 		$3.97M Buy
+18,857
New +$3.97M 4.98% 6