Root Financial Partners’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Root Financial Partners’s Portfolio QQQM Stock Details QQQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.56M	Buy
2025 Q2	$3.09M	Sell
2025 Q1	$2.66M	Sell
2024 Q4	$2.94M	Buy
2024 Q3	$2.64M	Sell
2024 Q2	$2.63M	Buy
2024 Q1	$2.42M	Buy
2023 Q4	$823K	Buy
2023 Q3	$581K	Buy
2023 Q2	$308K	Buy