SAI
Savvy Advisors Inc’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
24,347
+7,693
| +46% | +$4.24M | 0.9% | 18 |
|
|
2025
Q1 | $7.81M | Buy |
16,654
+5,123
| +44% | +$2.4M | 0.79% | 23 |
|
|
2024
Q4 | $5.9M | Buy |
11,531
+1,010
| +10% | +$516K | 0.71% | 22 |
|
|
2024
Q3 | $5.13M | Buy |
10,521
+641
| +6% | +$313K | 1.04% | 17 |
|
|
2024
Q2 | $4.73M | Buy |
9,880
+2,012
| +26% | +$964K | 1.54% | 12 |
|
|
2024
Q1 | $3.49M | Buy |
7,868
+1,574
| +25% | +$699K | 2.01% | 6 |
|
|
2023
Q4 | $2.58M | Buy |
+6,294
| New | +$2.58M | 2.5% | 6 |
|