Erickson Financial Group, LLC QQQJ Holdings History
Erickson Financial Group, LLC's Invesco NASDAQ Next Gen 100 ETF Holding Summary
As of 2025-03-31, Erickson Financial Group, LLC held 239,997.00 shares of Invesco NASDAQ Next Gen 100 ETF(QQQJ), totaling $6.96 Mil. This investment constitutes 5.2% of their stock portfolio, and Erickson Financial Group, LLC now holds 1.19% of the outstanding Invesco NASDAQ Next Gen 100 ETF(QQQJ) stock.
The initial trade took place in 2022Q1. And since then Erickson Financial Group, LLC has made 6 purchases of QQQJ, at an average price of $29.00, for a total of 270,918.00 shares. In addition, there have been 7 sales at an average price of $27.44 for 30,921.00 shares. Based on historical transaction data and QQQJ's current price of $32.74, Erickson Financial Group, LLC's estimated gain on his QQQJ holdings is $849,811.60, reflecting a 10.82% gain to date.
Erickson Financial Group, LLC QQQJ ($32.74) Holding Chart
Erickson Financial Group, LLC QQQJ ($32.74) 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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