Kingswood Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Kingswood Wealth Advisors’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$25.5M	Sell
2025 Q1	$22.1M	Sell
2024 Q4	$29.3M	Buy
2024 Q3	$19.8M	Buy
2024 Q2	$14M	Buy
2024 Q1	$9.82M	Sell
2023 Q4	$12.4M	Buy
2023 Q3	$7.41M	Buy
2023 Q2	$1.25M	Buy