Number of Shares
12,303.00
Current Holdings Value*
$2.79 Mil
% of Portfolio
1.55%
Total Estimate Gain
$493,761.40
% of Total Estimate Gain
20.75%

BRIGHT FINANCIAL ADVISORS, INC.'s Invesco NASDAQ 100 ETF Holding Summary

As of 2025-06-30, BRIGHT FINANCIAL ADVISORS, INC. held 12,303.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $2.79 Mil. This investment constitutes 1.55% of their stock portfolio, and BRIGHT FINANCIAL ADVISORS, INC. now holds 0.01% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.

The initial trade took place in 2024Q1. And since then BRIGHT FINANCIAL ADVISORS, INC. has made 4 purchases of QQQM, at an average price of $191.13, for a total of 12,453.00 shares. In addition, there have been 1 sales at an average price of $208.35 for 150.00 shares. Based on historical transaction data and QQQM's current price of $231.05, BRIGHT FINANCIAL ADVISORS, INC.'s estimated gain on his QQQM holdings is $493,761.40, reflecting a 20.75% gain to date.

BRIGHT FINANCIAL ADVISORS, INC. QQQM ($231.05) Holding Chart

BRIGHT FINANCIAL ADVISORS, INC. QQQM ($231.05) 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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