Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $107M | Sell |
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|
2025
Q4 | $118M | Buy |
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|
2025
Q3 | $106M | Buy |
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|
2025
Q2 | $95.5M | Buy |
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|
2025
Q1 | $75.9M | Buy |
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|
2024
Q4 | $65.1M | Buy |
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|
2024
Q3 | $60.5M | Sell |
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|
2024
Q2 | $61.5M | Buy |
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|
2024
Q1 | $51.8M | Buy |
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|
2023
Q4 | $47.8M | Buy |
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|
2023
Q3 | $37.7M | Buy |
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|
2023
Q2 | $38.8M | Buy |
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|
2023
Q1 | $26M | Buy |
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|
2022
Q4 | $20.3M | Buy |
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|
2022
Q3 | $19.4M | Buy |
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|
2022
Q2 | $18.8M | Sell |
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|
2022
Q1 | $27M | Buy |
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|
2021
Q4 | $26.4M | Sell |
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|
2021
Q3 | $23.8M | Buy |
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|
2021
Q2 | $21.2M | Buy |
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|
2021
Q1 | $18M | Buy |
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|
2020
Q4 | $13.4M | Buy |
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|
2020
Q3 | $8.3M | Buy |
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|
2020
Q2 | $7.17M | Sell |
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|
2020
Q1 | $5.64M | Buy |
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