Number of Shares
14,497.00
Current Holdings Value*
$6.80 Mil
% of Portfolio
1.42%
Total Estimate Gain
$2.49 Mil
% of Total Estimate Gain
39.95%

Retirement Income Solutions, Inc's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Retirement Income Solutions, Inc held 14,497.00 shares of INVESCO QQQ Trust(QQQ), totaling $6.80 Mil. This investment constitutes 1.42% of their stock portfolio, and Retirement Income Solutions, Inc now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2018Q2. And since then Retirement Income Solutions, Inc has made 3 purchases of QQQ, at an average price of $381.02, for a total of 16,332.00 shares. In addition, there have been 4 sales at an average price of $470.74 for 1,835.00 shares. Based on historical transaction data and QQQ's current price of $541.16, Retirement Income Solutions, Inc's estimated gain on his QQQ holdings is $2.49 Mil, reflecting a 39.95% gain to date.

Retirement Income Solutions, Inc QQQ ($541.16) Holding Chart

Retirement Income Solutions, Inc QQQ ($541.16) 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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