Number of Shares
2,000.00
Current Holdings Value*
$1.10 Mil
% of Portfolio
0.13%
Total Estimate Gain
$34.31 Mil
% of Total Estimate Gain
40.70%

Focused Wealth Management, Inc's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, Focused Wealth Management, Inc held 2,000.00 shares of INVESCO QQQ Trust(QQQ), totaling $1.10 Mil. This investment constitutes 0.13% of their stock portfolio, and Focused Wealth Management, Inc now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2013Q4. And since then Focused Wealth Management, Inc has made 24 purchases of QQQ, at an average price of $348.36, for a total of 241,954.00 shares. In addition, there have been 11 sales at an average price of $307.45 for 68,169.00 shares. Based on historical transaction data and QQQ's current price of $561.82, Focused Wealth Management, Inc's estimated gain on his QQQ holdings is $34.31 Mil, reflecting a 40.70% gain to date.

Focused Wealth Management, Inc QQQ ($561.82) Holding Chart

Focused Wealth Management, Inc QQQ ($561.82) 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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