Number of Shares
37,533.00
Current Holdings Value*
$4.54 Mil
% of Portfolio
5.31%
Total Estimate Gain
$1.20 Mil
% of Total Estimate Gain
25.34%

POM Investment Strategies, LLC's First Trust NASDAQ-100 Equal Weighted Index Fund Holding Summary

As of 2025-03-31, POM Investment Strategies, LLC held 37,533.00 shares of First Trust NASDAQ-100 Equal Weighted Index Fund(QQEW), totaling $4.54 Mil. This investment constitutes 5.31% of their stock portfolio, and POM Investment Strategies, LLC now holds 0.27% of the outstanding First Trust NASDAQ-100 Equal Weighted Index Fund(QQEW) stock.

The initial trade took place in 2023Q4. And since then POM Investment Strategies, LLC has made 2 purchases of QQEW, at an average price of $108.49, for a total of 43,655.00 shares. In addition, there have been 2 sales at an average price of $125.92 for 6,122.00 shares. Based on historical transaction data and QQEW's current price of $137.63, POM Investment Strategies, LLC's estimated gain on his QQEW holdings is $1.20 Mil, reflecting a 25.34% gain to date.

POM Investment Strategies, LLC QQEW ($137.63) Holding Chart

POM Investment Strategies, LLC QQEW ($137.63) 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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