Number of Shares
3,233.00
Current Holdings Value*
$734,220.00
% of Portfolio
0.57%
Total Estimate Gain
$87,226.34
% of Total Estimate Gain
13.19%

PACIFIC FINANCIAL GROUP INC's Invesco NASDAQ 100 ETF Holding Summary

As of 2025-06-30, PACIFIC FINANCIAL GROUP INC held 3,233.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $734,220.00. This investment constitutes 0.57% of their stock portfolio, and PACIFIC FINANCIAL GROUP INC now holds 0% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.

The initial trade took place in 2025Q2. And since then PACIFIC FINANCIAL GROUP INC has made 1 purchases of QQQM, at an average price of $204.58, for a total of 3,233.00 shares. Based on historical transaction data and QQQM's current price of $231.56, PACIFIC FINANCIAL GROUP INC's estimated gain on his QQQM holdings is $87,226.34, reflecting a 13.19% gain to date.

PACIFIC FINANCIAL GROUP INC QQQM ($231.56) Holding Chart

PACIFIC FINANCIAL GROUP INC QQQM ($231.56) 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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