Number of Shares
118,330.00
Current Holdings Value*
$65.28 Mil
% of Portfolio
2.66%
Total Estimate Gain
$60.77 Mil
% of Total Estimate Gain
46.10%

Sowell Financial Services LLC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, Sowell Financial Services LLC held 118,330.00 shares of INVESCO QQQ Trust(QQQ), totaling $65.28 Mil. This investment constitutes 2.66% of their stock portfolio, and Sowell Financial Services LLC now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2018Q3. And since then Sowell Financial Services LLC has made 17 purchases of QQQ, at an average price of $254.29, for a total of 518,382.00 shares. In addition, there have been 10 sales at an average price of $314.30 for 400,052.00 shares. Based on historical transaction data and QQQ's current price of $565.01, Sowell Financial Services LLC's estimated gain on his QQQ holdings is $60.77 Mil, reflecting a 46.10% gain to date.

Sowell Financial Services LLC QQQ ($565.01) Holding Chart

Sowell Financial Services LLC QQQ ($565.01) 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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