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Ipsen Advisor Group’s Invesco QQQ Trust QQQ Stock Holding History

Ipsen Advisor Group’s Portfolio QQQ Stock Details QQQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.25M Sell
2,261
-105
-4% -$57.9K 0.95% 30
2025
Q1 		$1.11M Sell
2,366
-719
-23% -$337K 0.96% 27
2024
Q4 		$1.58M Buy
+3,085
New +$1.58M 1.35% 19
2022
Q4 		$879K Buy
+3,301
New +$879K 1.01% 23