Spectrum Wealth Advisory Group, LLC QQQM Holdings History
Number of Shares
90,275.00
Current Holdings Value*
$17.42 Mil
% of Portfolio
8.36%
Total Estimate Gain
$3.01 Mil
% of Total Estimate Gain
16.85%
Spectrum Wealth Advisory Group, LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, Spectrum Wealth Advisory Group, LLC held 90,275.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $17.42 Mil. This investment constitutes 8.36% of their stock portfolio, and Spectrum Wealth Advisory Group, LLC now holds 0.04% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2024Q3. And since then Spectrum Wealth Advisory Group, LLC has made 3 purchases of QQQM, at an average price of $197.91, for a total of 90,275.00 shares. Based on historical transaction data and QQQM's current price of $231.25, Spectrum Wealth Advisory Group, LLC's estimated gain on his QQQM holdings is $3.01 Mil, reflecting a 16.85% gain to date.
Spectrum Wealth Advisory Group, LLC QQQM ($231.25) Holding Chart
Spectrum Wealth Advisory Group, LLC QQQM ($231.25) 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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