KFG Wealth Management’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
2025
Q3
$5.66M Sell
2025
Q2
$9.78M Sell
2025
Q1
$11.9M Sell
2024
Q4
$14.7M Sell
2024
Q3
$15.5M Sell
2024
Q2
$16.5M Sell
2024
Q1
$15.7M Sell
2023
Q4
$15.3M Sell
2023
Q3
$15.6M Sell
2023
Q2
$17.3M Sell
2023
Q1
$17.5M Buy
2022
Q4
$391K Buy