Number of Shares
19,134.00
Current Holdings Value*
$3.69 Mil
% of Portfolio
2.52%
Total Estimate Gain
$448,053.77
% of Total Estimate Gain
10.88%

Kiker Wealth Management, LLC's Invesco NASDAQ 100 ETF Holding Summary

As of 2025-03-31, Kiker Wealth Management, LLC held 19,134.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $3.69 Mil. This investment constitutes 2.52% of their stock portfolio, and Kiker Wealth Management, LLC now holds 0.01% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $209.18 for 630.00 shares. Based on historical transaction data and QQQM's current price of $231.74, Kiker Wealth Management, LLC's estimated gain on his QQQM holdings is $448,053.77, reflecting a 10.88% gain to date.

Kiker Wealth Management, LLC QQQM ($231.74) Holding Chart

Kiker Wealth Management, LLC QQQM ($231.74) 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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