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Summit Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Summit Investment Advisors’s Portfolio QQQ Stock Details QQQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.51M Buy
8,136
+46
+0.6% +$25.5K 3.71% 10
2025
Q1 		$3.89M Buy
8,090
+83
+1% +$40K 3.46% 11
2024
Q4 		$4.29M Buy
+8,007
New +$4.29M 3.81% 11