Twin Peaks Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
5,746
+476
+9% +$114K 0.44% 49
2025
Q1
$994K Sell
5,270
-636
-11% -$120K 0.45% 54
2024
Q4
$1.24M Buy
5,906
+794
+16% +$167K 0.52% 47
2024
Q3
$1.03M Buy
5,112
+312
+7% +$62.7K 0.47% 45
2024
Q2
$946K Buy
4,800
+22
+0.5% +$4.34K 0.47% 46
2024
Q1
$873K Sell
4,778
-1,665
-26% -$304K 0.48% 45
2023
Q4
$1.09M Buy
+6,443
New +$1.09M 0.69% 34