Partners Wealth Management’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
$945K Hold
2,000
1.08% 30
2025
Q1
$938K Buy
2,000
+47
+2% +$22K 1.06% 30
2024
Q4
$998K Buy
+1,953
New +$998K 1.14% 24