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

Uptown Financial Advisors’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$128K Sell
232
-410
-64% -$226K 0.11% 69
2025
Q1 		$301K Buy
+642
New +$301K 0.31% 46