Number of Shares
35,222.00
Current Holdings Value*
$6.80 Mil
% of Portfolio
3.04%
Total Estimate Gain
$805,712.47
% of Total Estimate Gain
10.96%

SIMS INVESTMENT MANAGEMENT, LLC's Invesco NASDAQ 100 ETF Holding Summary

As of 2025-03-31, SIMS INVESTMENT MANAGEMENT, LLC held 35,222.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $6.80 Mil. This investment constitutes 3.04% of their stock portfolio, and SIMS INVESTMENT MANAGEMENT, LLC now holds 0.02% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.

The initial trade took place in 2024Q4. And since then SIMS INVESTMENT MANAGEMENT, LLC has made 1 purchases of QQQM, at an average price of $208.68, for a total of 35,222.00 shares. Based on historical transaction data and QQQM's current price of $231.56, SIMS INVESTMENT MANAGEMENT, LLC's estimated gain on his QQQM holdings is $805,712.47, reflecting a 10.96% gain to date.

SIMS INVESTMENT MANAGEMENT, LLC QQQM ($231.56) Holding Chart

SIMS INVESTMENT MANAGEMENT, LLC QQQM ($231.56) 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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