Number of Shares
25,640.00
Current Holdings Value*
$14.14 Mil
% of Portfolio
8.1%
Total Estimate Gain
$211,604.49
% of Total Estimate Gain
0.73%

Lake Hills Wealth Management, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, Lake Hills Wealth Management, LLC held 25,640.00 shares of INVESCO QQQ Trust(QQQ), totaling $14.14 Mil. This investment constitutes 8.1% of their stock portfolio, and Lake Hills Wealth Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2021Q4. And since then Lake Hills Wealth Management, LLC has made 3 purchases of QQQ, at an average price of $411.75, for a total of 70,322.00 shares. In addition, there have been 4 sales at an average price of $330.70 for 44,682.00 shares. Based on historical transaction data and QQQ's current price of $561.25, Lake Hills Wealth Management, LLC's estimated gain on his QQQ holdings is $211,604.49, reflecting a 0.73% gain to date.

Lake Hills Wealth Management, LLC QQQ ($561.25) Holding Chart

Lake Hills Wealth Management, LLC QQQ ($561.25) 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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