Number of Shares
12,419.00
Current Holdings Value*
$6.85 Mil
% of Portfolio
2.06%
Total Estimate Gain
$594,200.96
% of Total Estimate Gain
2.76%

Triumph Capital Management's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, Triumph Capital Management held 12,419.00 shares of INVESCO QQQ Trust(QQQ), totaling $6.85 Mil. This investment constitutes 2.06% of their stock portfolio, and Triumph Capital Management now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2021Q2. And since then Triumph Capital Management has made 7 purchases of QQQ, at an average price of $353.74, for a total of 60,868.00 shares. In addition, there have been 9 sales at an average price of $311.85 for 48,449.00 shares. Based on historical transaction data and QQQ's current price of $565.01, Triumph Capital Management's estimated gain on his QQQ holdings is $594,200.96, reflecting a 2.76% gain to date.

Triumph Capital Management QQQ ($565.01) Holding Chart

Triumph Capital Management 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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