Number of Shares
1.05 Mil
Current Holdings Value*
$492.70 Mil
% of Portfolio
19.15%
Total Estimate Gain
$288.95 Mil
% of Total Estimate Gain
81.63%

Analyst IMS Investment Management Services Ltd.'s INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Analyst IMS Investment Management Services Ltd. held 1.05 Mil shares of INVESCO QQQ Trust(QQQ), totaling $492.70 Mil. This investment constitutes 19.15% of their stock portfolio, and Analyst IMS Investment Management Services Ltd. now holds 0.16% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2015Q1. And since then Analyst IMS Investment Management Services Ltd. has made 26 purchases of QQQ, at an average price of $266.89, for a total of 1.33 Mil shares. In addition, there have been 4 sales at an average price of $219.94 for 275,530.00 shares. Based on historical transaction data and QQQ's current price of $554.20, Analyst IMS Investment Management Services Ltd.'s estimated gain on his QQQ holdings is $288.95 Mil, reflecting a 81.63% gain to date.

Analyst IMS Investment Management Services Ltd. QQQ ($554.20) Holding Chart

Analyst IMS Investment Management Services Ltd. QQQ ($554.20) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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