Number of Shares
22,531.00
Current Holdings Value*
$10.57 Mil
% of Portfolio
3.25%
Total Estimate Gain
$6.19 Mil
% of Total Estimate Gain
31.56%

BCGM Wealth Management, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, BCGM Wealth Management, LLC held 22,531.00 shares of INVESCO QQQ Trust(QQQ), totaling $10.57 Mil. This investment constitutes 3.25% of their stock portfolio, and BCGM Wealth Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2020Q4. And since then BCGM Wealth Management, LLC has made 9 purchases of QQQ, at an average price of $312.15, for a total of 62,793.00 shares. In addition, there have been 8 sales at an average price of $326.37 for 40,262.00 shares. Based on historical transaction data and QQQ's current price of $561.25, BCGM Wealth Management, LLC's estimated gain on his QQQ holdings is $6.19 Mil, reflecting a 31.56% gain to date.

BCGM Wealth Management, LLC QQQ ($561.25) Holding Chart

BCGM Wealth Management, LLC QQQ ($561.25) 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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