SFS
Sowell Financial Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.74M | Buy |
29,700
+2,580
| +10% | +$586K | 0.27% | 74 |
|
|
2025
Q1 | $5.23M | Sell |
27,120
-4,601
| -15% | -$888K | 0.24% | 94 |
|
|
2024
Q4 | $6.68M | Buy |
+31,721
| New | +$6.68M | 0.35% | 62 |
|
|
2023
Q3 | – | Sell |
-72,878
| Closed | -$11.1M | – | 584 |
|
|
2023
Q2 | $11.1M | Buy |
72,878
+13,322
| +22% | +$2.02M | 0.62% | 31 |
|
|
2023
Q1 | $7.86M | Buy |
+59,556
| New | +$7.86M | 0.61% | 25 |
|
|
2021
Q2 | – | Sell |
-4,313
| Closed | -$588K | – | 2195 |
|
|
2021
Q1 | $588K | Buy |
+4,313
| New | +$588K | 0.02% | 585 |
|