USA FINANCIAL FORMULAS QQQ Holdings History
USA FINANCIAL FORMULAS's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, USA FINANCIAL FORMULAS held 114,628.00 shares of INVESCO QQQ Trust(QQQ), totaling $63.23 Mil. This investment constitutes 10.79% of their stock portfolio, and USA FINANCIAL FORMULAS now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2018Q2. And since then USA FINANCIAL FORMULAS has made 12 purchases of QQQ, at an average price of $420.68, for a total of 290,077.00 shares. In addition, there have been 14 sales at an average price of $490.04 for 175,449.00 shares. Based on historical transaction data and QQQ's current price of $565.01, USA FINANCIAL FORMULAS's estimated gain on his QQQ holdings is $28.71 Mil, reflecting a 23.53% gain to date.
USA FINANCIAL FORMULAS QQQ ($565.01) Holding Chart
USA FINANCIAL FORMULAS 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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