Number of Shares
12,556.00
Current Holdings Value*
$2.42 Mil
% of Portfolio
5.02%
Total Estimate Gain
$298,887.26
% of Total Estimate Gain
10.72%

Bestgate Wealth Advisors, LLC's Invesco NASDAQ 100 ETF Holding Summary

As of 2025-06-30, Bestgate Wealth Advisors, LLC held 12,556.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $2.42 Mil. This investment constitutes 5.02% of their stock portfolio, and Bestgate Wealth Advisors, LLC now holds 0.01% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $209.18 for 822.00 shares. Based on historical transaction data and QQQM's current price of $232.10, Bestgate Wealth Advisors, LLC's estimated gain on his QQQM holdings is $298,887.26, reflecting a 10.72% gain to date.

Bestgate Wealth Advisors, LLC QQQM ($232.10) Holding Chart

Bestgate Wealth Advisors, LLC QQQM ($232.10) 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 %

Top Ranked Articles

  • 1