Kovack Advisors, Inc. QQQ Holdings History

Number of Shares
40,180.00
Current Holdings Value*
$18.84 Mil
% of Portfolio
1.99%
Total Estimate Gain
$16.77 Mil
% of Total Estimate Gain
40.01%

Kovack Advisors, Inc.'s INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Kovack Advisors, Inc. held 40,180.00 shares of INVESCO QQQ Trust(QQQ), totaling $18.84 Mil. This investment constitutes 1.99% of their stock portfolio, and Kovack Advisors, Inc. now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2018Q2. And since then Kovack Advisors, Inc. has made 16 purchases of QQQ, at an average price of $299.73, for a total of 139,807.00 shares. In addition, there have been 13 sales at an average price of $362.56 for 99,627.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Kovack Advisors, Inc.'s estimated gain on his QQQ holdings is $16.77 Mil, reflecting a 40.01% gain to date.

Kovack Advisors, Inc. QQQ ($561.26) Holding Chart

Kovack Advisors, Inc. QQQ ($561.26) 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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