Number of Shares
83,585.00
Current Holdings Value*
$3.83 Mil
% of Portfolio
0.51%
Total Estimate Gain
$51,421.49
% of Total Estimate Gain
1.25%

Patriot Financial Group Insurance Agency, LLC's Invesco QQQ Income Advantage ETF Holding Summary

As of 2025-03-31, Patriot Financial Group Insurance Agency, LLC held 83,585.00 shares of Invesco QQQ Income Advantage ETF(QQA), totaling $3.83 Mil. This investment constitutes 0.51% of their stock portfolio, and Patriot Financial Group Insurance Agency, LLC now holds 2.05% of the outstanding Invesco QQQ Income Advantage ETF(QQA) stock.

The initial trade took place in 2025Q1. And since then Patriot Financial Group Insurance Agency, LLC has made 1 purchases of QQA, at an average price of $49.40, for a total of 83,585.00 shares. Based on historical transaction data and QQA's current price of $50.02, Patriot Financial Group Insurance Agency, LLC's estimated gain on his QQA holdings is $51,421.49, reflecting a 1.25% gain to date.

Patriot Financial Group Insurance Agency, LLC QQA ($50.02) Holding Chart

Patriot Financial Group Insurance Agency, LLC QQA ($50.02) 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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