Kiley Juergens 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
Q2
$29M Sell
2025
Q1
$24.7M Sell
2024
Q4
$27.3M Sell
2024
Q3
$26.2M Sell
2024
Q2
$25.9M Buy
2024
Q1
$24M Buy
2023
Q4
$22.1M Buy
2023
Q3
$19.3M Sell
2023
Q2
$20M Sell
2023
Q1
$17.4M Buy
2022
Q4
$14.4M Buy
2022
Q2
Sell
2022
Q1
$15.6M Sell
2021
Q4
$22.3M Buy
2021
Q3
$20.1M Buy
2021
Q2
$19.8M Sell
2021
Q1
$18M Sell
2020
Q4
$18.2M Sell
2020
Q3
$16.2M Buy
2018
Q2
Sell
2018
Q1
$5.28M Buy
2017
Q4
$4.76M Buy