Triad Wealth Partners’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	$1.14M	Buy	2,073 +260	+14%	+$143K	0.23%	74
2025 Q1	$850K	Buy	1,813 +257	+17%	+$121K	0.26%	66
2024 Q4	$796K	Buy	+1,556	New	+$796K	0.29%	61
2024 Q3	–	Sell	-367	Closed	-$176K	–	700
2024 Q2	$176K	Buy	+367	New	+$176K	0.09%	104