United Advisor Group’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 | $2.52M | Sell |
4,568
-604
| -12% | -$333K | 0.44% | 63 |
|
|
2025
Q1 | $2.43M | Buy |
5,172
+45
| +0.9% | +$21.1K | 0.5% | 54 |
|
|
2024
Q4 | $2.62M | Buy |
5,127
+312
| +6% | +$160K | 0.52% | 48 |
|
|
2024
Q3 | $2.35M | Buy |
4,815
+229
| +5% | +$112K | 0.53% | 51 |
|
|
2024
Q2 | $2.2M | Buy |
4,586
+880
| +24% | +$422K | 0.68% | 38 |
|
|
2024
Q1 | $1.65M | Buy |
+3,706
| New | +$1.65M | 0.62% | 52 |
|