Number of Shares
114,628.00
Current Holdings Value*
$63.23 Mil
% of Portfolio
10.79%
Total Estimate Gain
$28.57 Mil
% of Total Estimate Gain
23.42%

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 $563.81, USA FINANCIAL FORMULAS's estimated gain on his QQQ holdings is $28.57 Mil, reflecting a 23.42% gain to date.

USA FINANCIAL FORMULAS QQQ ($563.81) Holding Chart

USA FINANCIAL FORMULAS QQQ ($563.81) 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 %

Top Ranked Articles

  • 1