Jacksonville Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.9M Buy
19,670
+1,584
+9% +$874K 8.72% 3
2025
Q1
$8.48M Buy
18,086
+248
+1% +$116K 8.35% 2
2024
Q4
$9.12M Buy
+17,838
New +$9.12M 8.51% 3