SoundView Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.18M Buy
5,767
+466
+9% +$257K 1.17% 15
2025
Q1
$2.49M Buy
5,301
+13
+0.2% +$6.09K 1.03% 16
2024
Q4
$2.7M Buy
+5,288
New +$2.7M 1.11% 16