Ameritas Advisory Services’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Ameritas Advisory Services’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
2025 Q3	–	Sell	-3,832	Closed	-$123K	–	2739
2025 Q2	$123K	Buy	+3,832	New	+$114K	0.01%	906
2024 Q4	–	Sell	-6,902	Closed	-$210K	–	916
2024 Q3	$210K	Buy	+6,902	New	+$197K	0.01%	795
2023 Q2	–	Sell	-7,959	Closed	-$199K	–	2072
2023 Q1	$199K	Sell	7,959 -791	-9%	-$20.1K	0.01%	776
2022 Q4	$209K	Buy	+8,750	New	+$208K	0.01%	811
2022 Q3	–	Sell	-8,769	Closed	-$204K	–	803
2022 Q2	$204K	Buy	8,769 +565	+7%	+$14.4K	0.01%	746
2022 Q1	$238K	Buy	8,204 +1,526	+23%	+$44.8K	0.01%	737
2021 Q4	$224K	Buy	+6,678	New	+$228K	0.01%	745

Other funds holding QQQJ

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RFS

Retirement Financial Solutions Knoxville, Tennessee $350M AUM 16.94% 1-Year Est. Return

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

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

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameritas Advisory Services's QQQJ Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q3 2025, closing a stake of 3,832 shares — an estimated $123K sold.

Ameritas Advisory Services first reported a position in QQQJ in Q4 2021 and held it in 7 quarters. The position peaked at $238K in Q1 2022. 149 funds tracked by Wall St. Rank hold QQQJ as of Q3 2025.

Ameritas Advisory Services reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 3,832 Invesco NASDAQ Next Gen 100 ETF shares in Q3 2025, an estimated $123K.
Ameritas Advisory Services first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2021 and held it in 7 quarters.
Ameritas Advisory Services's Invesco NASDAQ Next Gen 100 ETF position peaked at $238K in Q1 2022.
149 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.