Number of Shares
6,814.00
Current Holdings Value*
$1.32 Mil
% of Portfolio
1.73%
Total Estimate Gain
$179,913.62
% of Total Estimate Gain
12.84%

Valued Retirements, Inc.'s Invesco NASDAQ 100 ETF Holding Summary

As of 2025-03-31, Valued Retirements, Inc. held 6,814.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $1.32 Mil. This investment constitutes 1.73% of their stock portfolio, and Valued Retirements, Inc. now holds 0% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.

The initial trade took place in 2024Q3. And since then Valued Retirements, Inc. has made 2 purchases of QQQM, at an average price of $205.70, for a total of 6,814.00 shares. Based on historical transaction data and QQQM's current price of $232.10, Valued Retirements, Inc.'s estimated gain on his QQQM holdings is $179,913.62, reflecting a 12.84% gain to date.

Valued Retirements, Inc. QQQM ($232.10) Holding Chart

Valued Retirements, Inc. QQQM ($232.10) 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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