Number of Shares
17,324.00
Current Holdings Value*
$9.56 Mil
% of Portfolio
5.02%
Total Estimate Gain
$3.54 Mil
% of Total Estimate Gain
55.70%

Midwest Financial Group LLC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, Midwest Financial Group LLC held 17,324.00 shares of INVESCO QQQ Trust(QQQ), totaling $9.56 Mil. This investment constitutes 5.02% of their stock portfolio, and Midwest Financial Group LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2023Q1. And since then Midwest Financial Group LLC has made 5 purchases of QQQ, at an average price of $359.74, for a total of 17,656.00 shares. In addition, there have been 4 sales at an average price of $366.79 for 332.00 shares. Based on historical transaction data and QQQ's current price of $563.81, Midwest Financial Group LLC's estimated gain on his QQQ holdings is $3.54 Mil, reflecting a 55.70% gain to date.

Midwest Financial Group LLC QQQ ($563.81) Holding Chart

Midwest Financial Group LLC QQQ ($563.81) 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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