SOA Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.21M Sell
2025
Q2
$7.66M Sell
2025
Q1
$6.72M Sell
2024
Q4
$8.86M Sell
2024
Q3
$8.48M Buy
2024
Q2
$8.3M Sell
2024
Q1
$8.78M Sell
2023
Q4
$8.16M Sell
2023
Q3
$7.2M Buy
2023
Q2
$7.01M Buy
2023
Q1
$4.19M Buy
2022
Q4
$3.43M Sell
2022
Q3
$3.54M Buy
2022
Q2
$3.61M Buy
2022
Q1
$4.62M Buy
2021
Q4
$4.68M Buy
2021
Q3
$3.77M Buy
2021
Q2
$3.49M Sell
2021
Q1
$3.35M Buy
2020
Q4
$3.38M Buy