Watts Gwilliam & Co’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
Q1
$5.54M Buy
11,821
+1,303
+12% +$611K 1.2% 22
2024
Q4
$5.42M Buy
10,518
+1,557
+17% +$802K 1.14% 20
2024
Q3
$4.38M Buy
+8,961
New +$4.38M 0.96% 23
2024
Q1
$2.25M Buy
+5,046
New +$2.25M 0.69% 32