Nicolet Advisory Services’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
$521K Sell
2025
Q1
$574K Sell
2024
Q4
$660K Buy
2024
Q3
$578K Buy
2024
Q2
$550K Buy
2024
Q1
$483K Sell
2023
Q4
$657K Buy
2023
Q3
$559K Buy
2023
Q2
$530K Sell
2023
Q1
$463K Buy
2021
Q1
Sell
2020
Q4
$599K Buy
2020
Q3
$246K Buy
2020
Q2
$208K Buy