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Sagespring Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$58.1M Sell
105,240
-6,963
-6% -$3.84M 1.25% 17
2025
Q1
$52.6M Buy
112,203
+104,765
+1,409% +$49.1M 1.33% 18
2024
Q4
$3.8M Buy
+7,438
New +$3.8M 0.1% 98