UP Strategic Wealth Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

UP Strategic Wealth Investment 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 Q2	$777K	Buy
2025 Q1	$646K	Hold
2024 Q4	$704K	Hold
2024 Q3	$673K	Hold
2024 Q2	$660K	Sell
2024 Q1	$632K	Buy
2023 Q4	$464K	Buy