Pacific Capital Wealth Advisors, Inc. QQQ Holdings History
Pacific Capital Wealth Advisors, Inc.'s INVESCO QQQ Trust Holding Summary
As of 2025-06-30, Pacific Capital Wealth Advisors, Inc. held 65,831.00 shares of INVESCO QQQ Trust(QQQ), totaling $36.34 Mil. This investment constitutes 6.67% of their stock portfolio, and Pacific Capital Wealth Advisors, Inc. now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2019Q4. And since then Pacific Capital Wealth Advisors, Inc. has made 14 purchases of QQQ, at an average price of $348.47, for a total of 86,164.00 shares. In addition, there have been 8 sales at an average price of $378.22 for 20,333.00 shares. Based on historical transaction data and QQQ's current price of $563.06, Pacific Capital Wealth Advisors, Inc.'s estimated gain on his QQQ holdings is $14.73 Mil, reflecting a 49.06% gain to date.
Pacific Capital Wealth Advisors, Inc. QQQ ($563.06) Holding Chart
Pacific Capital Wealth Advisors, Inc. QQQ ($563.06) 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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