Peak Financial Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Sell |
2,733
-5,717
| -68% | -$1.3M | 0.32% | 42 |
|
|
2025
Q1 | $1.63M | Buy |
8,450
+4,339
| +106% | +$838K | 0.83% | 40 |
|
|
2024
Q4 | $865K | Buy |
4,111
+7
| +0.2% | +$1.47K | 0.45% | 45 |
|
|
2024
Q3 | $824K | Sell |
4,104
-146
| -3% | -$29.3K | 0.42% | 42 |
|
|
2024
Q2 | $838K | Buy |
4,250
+175
| +4% | +$34.5K | 0.48% | 41 |
|
|
2024
Q1 | $744K | Buy |
4,075
+95
| +2% | +$17.4K | 0.45% | 40 |
|
|
2023
Q4 | $671K | Buy |
3,980
+1,486
| +60% | +$250K | 0.45% | 42 |
|
|
2023
Q3 | $368K | Buy |
2,494
+657
| +36% | +$96.8K | 0.4% | 26 |
|
|
2023
Q2 | $279K | Sell |
1,837
-1,013
| -36% | -$154K | 0.22% | 60 |
|
|
2023
Q1 | $376K | Buy |
2,850
+1,010
| +55% | +$133K | 0.32% | 38 |
|
|
2022
Q4 | $202K | Buy |
+1,840
| New | +$202K | 0.18% | 63 |
|