JP Wealth Management, Inc. QQEW Holdings History
JP Wealth Management, Inc.'s First Trust NASDAQ-100 Equal Weighted Index Fund Holding Summary
As of 2025-06-30, JP Wealth Management, Inc. held 127,199.00 shares of First Trust NASDAQ-100 Equal Weighted Index Fund(QQEW), totaling $17.36 Mil. This investment constitutes 12.99% of their stock portfolio, and JP Wealth Management, Inc. now holds 0.92% of the outstanding First Trust NASDAQ-100 Equal Weighted Index Fund(QQEW) stock.
The initial trade took place in 2024Q4. And since then JP Wealth Management, Inc. has made 2 purchases of QQEW, at an average price of $128.21, for a total of 127,199.00 shares. Based on historical transaction data and QQEW's current price of $139.27, JP Wealth Management, Inc.'s estimated gain on his QQEW holdings is $1.41 Mil, reflecting a 8.62% gain to date.
JP Wealth Management, Inc. QQEW ($139.27) Holding Chart
JP Wealth Management, Inc. QQEW ($139.27) 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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