Ahrens Investment Partners’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Ahrens Investment Partners’s Portfolio QQQJ Stock Details QQQJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$5.1K	Buy	+200	New	+$5.08K	﹤0.01%	756
2022 Q3	–	Sell	-200	Closed	-$5K	–	719
2022 Q2	$5K	Hold	200	–	–	﹤0.01%	772
2022 Q1	$6K	Hold	200	–	–	﹤0.01%	827
2021 Q4	$7K	Buy	+200	New	+$6.83K	﹤0.01%	819

Other funds holding QQQJ

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EFG

Erickson Financial Group Allentown, Pennsylvania $160M AUM 16.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $350M AUM 39.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ahrens Investment Partners's QQQJ Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q1 2023: 200 shares worth $5.1K. The stake represents ﹤0.01% of the portfolio and ranks #756 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in QQQJ as recently as Q2 2022.

Ahrens Investment Partners first reported a position in QQQJ in Q4 2021 and has held it in 4 quarters since. The position peaked at $7K in Q4 2021. 157 funds tracked by Wall St. Rank hold QQQJ as of Q1 2023.

Ahrens Investment Partners held 200 shares of Invesco NASDAQ Next Gen 100 ETF worth $5.1K as of Q1 2023.
Invesco NASDAQ Next Gen 100 ETF was a new Ahrens Investment Partners position in Q1 2023.
Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #756 holding.
Ahrens Investment Partners first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's Invesco NASDAQ Next Gen 100 ETF position peaked at $7K in Q4 2021.
157 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.