Wealthspire Advisors (New York)’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $84.7M | Buy |
|
|||||
|
2025
Q2 | $70.9M | Sell |
|
|||||
|
2025
Q1 | $62M | Buy |
|
|||||
|
2024
Q4 | $67.1M | Buy |
|
|||||
|
2024
Q3 | $63.2M | Buy |
|
|||||
|
2024
Q2 | $57.7M | Sell |
|
|||||
|
2024
Q1 | $55.4M | Sell |
|
|||||
|
2023
Q4 | $53.8M | Buy |
|
|||||
|
2023
Q3 | $7.78M | Buy |
|
|||||
|
2023
Q2 | $7.48M | Buy |
|
|||||
|
2023
Q1 | $6.36M | Buy |
|
|||||
|
2022
Q4 | $5.22M | Sell |
|
|||||
|
2022
Q3 | $5.63M | Buy |
|
|||||
|
2022
Q2 | $4.78M | Sell |
|
|||||
|
2022
Q1 | $7.19M | Buy |
|
|||||
|
2021
Q4 | $5.1M | Sell |
|
|||||
|
2021
Q3 | $5.31M | Sell |
|
|||||
|
2021
Q2 | $5.28M | Buy |
|
|||||
|
2021
Q1 | $4.06M | Buy |
|
|||||
|
2020
Q4 | $2.25M | Buy |
|
|||||
|
2020
Q3 | $1.7M | Buy |
|
|||||
|
2020
Q2 | $576K | Sell |
|
|||||
|
2020
Q1 | $1.13M | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $46K | Buy |
|