Sheaff Brock Investment Advisors, LLC QQQ Holdings History
Sheaff Brock Investment Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Sheaff Brock Investment Advisors, LLC held 33,804.00 shares of INVESCO QQQ Trust(QQQ), totaling $15.85 Mil. This investment constitutes 1.45% of their stock portfolio, and Sheaff Brock Investment Advisors, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2018Q2. And since then Sheaff Brock Investment Advisors, LLC has made 20 purchases of QQQ, at an average price of $258.89, for a total of 43,774.00 shares. In addition, there have been 8 sales at an average price of $306.90 for 9,970.00 shares. Based on historical transaction data and QQQ's current price of $560.94, Sheaff Brock Investment Advisors, LLC's estimated gain on his QQQ holdings is $10.69 Mil, reflecting a 94.32% gain to date.
Sheaff Brock Investment Advisors, LLC QQQ ($560.94) Holding Chart
Sheaff Brock Investment Advisors, LLC QQQ ($560.94) 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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