Ledgewood Wealth Advisors’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
$6.27M Sell
2025
Q2
$5.78M Sell
2025
Q1
$5.06M Hold
2024
Q4
$5.51M Sell
2024
Q3
$5.3M Hold
2024
Q2
$5.2M Sell
2024
Q1
$4.99M Sell
2023
Q4
$4.78M Buy