Wetzel Investment Advisors’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
$995K Hold
2025
Q2
$914K Sell
2025
Q1
$790K Sell
2024
Q4
$874K Sell
2024
Q3
$879K Sell
2024
Q2
$974K Buy
2024
Q1
$887K Sell
2023
Q4
$895K Buy