OBWG
Onyx Bridge Wealth Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.32M | Buy |
19,028
+341
| +2% | +$77.4K | 0.57% | 42 |
|
2025
Q1 | $3.61M | Buy |
18,687
+333
| +2% | +$64.3K | 0.52% | 46 |
|
2024
Q4 | $3.86M | Buy |
18,354
+776
| +4% | +$163K | 0.56% | 42 |
|
2024
Q3 | $3.53M | Buy |
17,578
+1,554
| +10% | +$312K | 0.53% | 42 |
|
2024
Q2 | $3.16M | Buy |
16,024
+2,374
| +17% | +$468K | 0.52% | 42 |
|
2024
Q1 | $2.42M | Buy |
13,650
+2,254
| +20% | +$400K | 0.43% | 50 |
|
2023
Q4 | $1.92M | Buy |
11,396
+3,901
| +52% | +$657K | 0.39% | 44 |
|
2023
Q3 | $1.1M | Buy |
7,495
+823
| +12% | +$121K | 0.26% | 64 |
|
2023
Q2 | $1.01M | Buy |
+6,672
| New | +$1.01M | 0.24% | 77 |
|
2022
Q3 | – | Sell |
-2,334
| Closed | -$290K | – | 193 |
|
2022
Q2 | $290K | Buy |
+2,334
| New | +$290K | 0.13% | 108 |
|