Number of Shares
13,839.00
Current Holdings Value*
$7.63 Mil
% of Portfolio
5.63%
Total Estimate Gain
$2.49 Mil
% of Total Estimate Gain
46.18%

Nabity-Jensen Investment Management Inc's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, Nabity-Jensen Investment Management Inc held 13,839.00 shares of INVESCO QQQ Trust(QQQ), totaling $7.63 Mil. This investment constitutes 5.63% of their stock portfolio, and Nabity-Jensen Investment Management Inc now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2023Q4. And since then Nabity-Jensen Investment Management Inc has made 1 purchases of QQQ, at an average price of $383.67, for a total of 14,069.00 shares. In addition, there have been 2 sales at an average price of $493.34 for 230.00 shares. Based on historical transaction data and QQQ's current price of $561.95, Nabity-Jensen Investment Management Inc's estimated gain on his QQQ holdings is $2.49 Mil, reflecting a 46.18% gain to date.

Nabity-Jensen Investment Management Inc QQQ ($561.95) Holding Chart

Nabity-Jensen Investment Management Inc QQQ ($561.95) 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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