The Wealth Group’s Invesco QQQ Trust QQQ Stock Holding History

The Wealth Group’s Portfolio QQQ Stock Details QQQ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$24M	Buy
2025 Q2	$13.6M	Buy
2025 Q1	$3.01M	Buy
2024 Q4	$810K	Buy
2024 Q3	$723K	Buy
2024 Q2	$705K	Sell
2024 Q1	$660K	Sell
2023 Q4	$650K	Buy