Tobias Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Tobias Financial Advisors’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.17M	Buy
2025 Q2	$3.31M	Buy
2025 Q1	$407K	Buy
2024 Q4	$415K	Buy
2024 Q3	$386K	Buy
2024 Q2	$251K	Buy
2024 Q1	$231K	Buy
2023 Q4	$210K	Buy
2020 Q1	–	Sell
2019 Q4	$15K	Buy