Smith Shellnut Wilson’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.18M Sell
2025
Q1
$3.57M Buy
2024
Q4
$3.43M Buy
2024
Q3
$2.76M Buy
2024
Q2
$2.65M Buy
2024
Q1
$2.42M Hold
2023
Q4
$2.23M Sell
2023
Q3
$2.05M Sell
2023
Q2
$2.24M Sell
2023
Q1
$1.97M Sell
2022
Q4
$1.68M Sell
2022
Q3
$1.8M Sell
2022
Q2
$2.03M Buy
2022
Q1
$1.56M Buy
2021
Q4
$1.33M Buy
2021
Q3
$687K Buy