Ulland Investment Advisors, LLC QQQ Holdings History
Ulland Investment Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, Ulland Investment Advisors, LLC held 10,661.00 shares of INVESCO QQQ Trust(QQQ), totaling $5.88 Mil. This investment constitutes 4.5% of their stock portfolio, and Ulland Investment Advisors, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q4. And since then Ulland Investment Advisors, LLC has made 6 purchases of QQQ, at an average price of $385.15, for a total of 26,646.00 shares. In addition, there have been 8 sales at an average price of $401.62 for 15,985.00 shares. Based on historical transaction data and QQQ's current price of $566.01, Ulland Investment Advisors, LLC's estimated gain on his QQQ holdings is $2.19 Mil, reflecting a 21.35% gain to date.
Ulland Investment Advisors, LLC QQQ ($566.01) Holding Chart
Ulland Investment Advisors, LLC QQQ ($566.01) 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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