Number of Shares
86,744.00
Current Holdings Value*
$47.85 Mil
% of Portfolio
5.63%
Total Estimate Gain
$15.06 Mil
% of Total Estimate Gain
19.83%

Cooper Financial Group's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, Cooper Financial Group held 86,744.00 shares of INVESCO QQQ Trust(QQQ), totaling $47.85 Mil. This investment constitutes 5.63% of their stock portfolio, and Cooper Financial Group now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2019Q2. And since then Cooper Financial Group has made 17 purchases of QQQ, at an average price of $431.98, for a total of 175,776.00 shares. In addition, there have been 7 sales at an average price of $472.64 for 89,032.00 shares. Based on historical transaction data and QQQ's current price of $563.81, Cooper Financial Group's estimated gain on his QQQ holdings is $15.06 Mil, reflecting a 19.83% gain to date.

Cooper Financial Group QQQ ($563.81) Holding Chart

Cooper Financial Group QQQ ($563.81) 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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