Sovereign Financial Group, Inc. QQQ Holdings History
Sovereign Financial Group, Inc.'s INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Sovereign Financial Group, Inc. held 35,491.00 shares of INVESCO QQQ Trust(QQQ), totaling $16.64 Mil. This investment constitutes 3.83% of their stock portfolio, and Sovereign Financial Group, Inc. now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q4. And since then Sovereign Financial Group, Inc. has made 14 purchases of QQQ, at an average price of $342.90, for a total of 43,185.00 shares. In addition, there have been 2 sales at an average price of $295.44 for 7,694.00 shares. Based on historical transaction data and QQQ's current price of $565.30, Sovereign Financial Group, Inc.'s estimated gain on his QQQ holdings is $7.53 Mil, reflecting a 50.84% gain to date.
Sovereign Financial Group, Inc. QQQ ($565.30) Holding Chart
Sovereign Financial Group, Inc. QQQ ($565.30) 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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