A detailed history of Carter Financial Group, Inc. transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Carter Financial Group, Inc. holds 4,107 shares of QQQ stock, worth $2.51 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
4,107
Previous 28,002 85.33%
Holding current value
$2.51 Million
Previous $10.2 Million 22239.82%
% of portfolio
1.48%
Previous 13.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 22, 2025

SELL
$416.06 - $551.64 $9.94 Million - $13.2 Million
-23,895 Reduced 85.33%
4,107 $2.27 Billion
Q1 2022

May 03, 2022

BUY
$318.17 - $401.68 $8.91 Million - $11.2 Million
28,002 New
28,002 $10.2 Million

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
Track This Portfolio

Track Carter Financial Group, Inc. Portfolio

Follow Carter Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carter Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carter Financial Group, Inc. with notifications on news.