SFG Wealth Management, LLC. QQQM Holdings History
SFG Wealth Management, LLC.'s Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, SFG Wealth Management, LLC. held 5,663.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $1.09 Mil. This investment constitutes 0.53% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2021Q4. And since then SFG Wealth Management, LLC. has made 8 purchases of QQQM, at an average price of $169.21, for a total of 39,949.00 shares. In addition, there have been 4 sales at an average price of $150.37 for 34,286.00 shares. Based on historical transaction data and QQQM's current price of $231.05, SFG Wealth Management, LLC.'s estimated gain on his QQQM holdings is $-295,599.36, reflecting a -4.37% gain to date.
SFG Wealth Management, LLC. QQQM ($231.05) Holding Chart
SFG Wealth Management, LLC. QQQM ($231.05) 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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