Optivise Advisory Services’s Invesco QQQ Trust QQQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.94M	Buy	3,509 +97	+3%	+$53.5K	0.99%	22
2025 Q1	$1.6M	Buy	3,412 +67	+2%	+$31.4K	0.9%	23
2024 Q4	$1.71M	Buy	3,345 +479	+17%	+$245K	0.92%	25
2024 Q3	$1.4M	Sell	2,866 -417	-13%	-$204K	0.74%	35
2024 Q2	$1.57M	Buy	+3,283	New	+$1.57M	0.85%	30