Kovitz Investment Group Partners’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.95M Buy
8,595
+4,655
+118% +$1.06M 0.01% 630
2025
Q1
$760K Buy
3,940
+623
+19% +$120K ﹤0.01% 801
2024
Q4
$698K Buy
3,317
+327
+11% +$68.8K ﹤0.01% 806
2024
Q3
$241K Buy
+2,990
New +$241K ﹤0.01% 912