Number of Shares
226,991.00
Current Holdings Value*
$72.85 Mil
% of Portfolio
12.84%
Total Estimate Gain
$70.54 Mil
% of Total Estimate Gain
38.61%

Barber Financial Group, Inc.'s INVESCO QQQ Trust Holding Summary

As of 2023-03-31, Barber Financial Group, Inc. held 226,991.00 shares of INVESCO QQQ Trust(QQQ), totaling $72.85 Mil. This investment constitutes 12.84% of their stock portfolio, and Barber Financial Group, Inc. now holds 0.04% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2018Q2. And since then Barber Financial Group, Inc. has made 12 purchases of QQQ, at an average price of $299.63, for a total of 609,793.00 shares. In addition, there have been 8 sales at an average price of $326.54 for 382,802.00 shares. Based on historical transaction data and QQQ's current price of $565.01, Barber Financial Group, Inc.'s estimated gain on his QQQ holdings is $70.54 Mil, reflecting a 38.61% gain to date.

Barber Financial Group, Inc. QQQ ($565.01) Holding Chart

Barber Financial Group, Inc. QQQ ($565.01) 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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