Number of Shares
57,946.00
Current Holdings Value*
$27.17 Mil
% of Portfolio
9.23%
Total Estimate Gain
$15.41 Mil
% of Total Estimate Gain
18.85%

Cavalier Investments, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Cavalier Investments, LLC held 57,946.00 shares of INVESCO QQQ Trust(QQQ), totaling $27.17 Mil. This investment constitutes 9.23% of their stock portfolio, and Cavalier Investments, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2019Q3. And since then Cavalier Investments, LLC has made 12 purchases of QQQ, at an average price of $380.33, for a total of 214,989.00 shares. In addition, there have been 10 sales at an average price of $411.71 for 157,043.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Cavalier Investments, LLC's estimated gain on his QQQ holdings is $15.41 Mil, reflecting a 18.85% gain to date.

Cavalier Investments, LLC QQQ ($561.26) Holding Chart

Cavalier Investments, LLC QQQ ($561.26) 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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