Number of Shares
19,885.00
Current Holdings Value*
$4.52 Mil
% of Portfolio
2.23%
Total Estimate Gain
$799,010.55
% of Total Estimate Gain
20.87%

New Perspectives, Inc's Invesco NASDAQ 100 ETF Holding Summary

As of 2025-06-30, New Perspectives, Inc held 19,885.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $4.52 Mil. This investment constitutes 2.23% of their stock portfolio, and New Perspectives, Inc now holds 0.01% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.

The initial trade took place in 2024Q1. And since then New Perspectives, Inc has made 6 purchases of QQQM, at an average price of $192.54, for a total of 19,885.00 shares. Based on historical transaction data and QQQM's current price of $232.72, New Perspectives, Inc's estimated gain on his QQQM holdings is $799,010.55, reflecting a 20.87% gain to date.

New Perspectives, Inc QQQM ($232.72) Holding Chart

New Perspectives, Inc QQQM ($232.72) 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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