Anchor Investment Management’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Anchor Investment Management’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
2026 Q2	$6.82K	Buy	+150	New	+$6.3K	﹤0.01%	942
2024 Q2	–	Sell	-21	Closed	-$607	–	1049
2024 Q1	$607	Hold	21	–	–	﹤0.01%	1004
2023 Q4	$567	Hold	21	–	–	﹤0.01%	932
2023 Q3	$517	Hold	21	–	–	﹤0.01%	950
2023 Q2	$549	Sell	21 -600	-97%	-$15.1K	﹤0.01%	939
2023 Q1	$15.8K	Hold	621	–	–	﹤0.01%	688
2022 Q4	$14.8K	Hold	621	–	–	﹤0.01%	673
2022 Q3	$13.8K	Hold	621	–	–	﹤0.01%	682
2022 Q2	$14.5K	Hold	621	–	–	﹤0.01%	690
2022 Q1	$18K	Sell	621 -900	-59%	-$26.4K	﹤0.01%	684
2021 Q4	$51.1K	Hold	1,521	–	–	0.01%	564
2021 Q3	$50.3K	Buy	1,521 +1	+0.1%	+$34	0.01%	522
2021 Q2	$52.3K	Buy	1,520 +20	+1%	+$655	0.01%	526
2021 Q1	$47.8K	Buy	+1,500	New	+$49.1K	0.01%	517

Other funds holding QQQJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RFS

Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EFG

Erickson Financial Group Allentown, Pennsylvania $187M AUM 22% 1-Year Est. Return

Anchor Investment Management's QQQJ Position: Q2 2026 in Review

Anchor Investment Management opened a new position in Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q2 2026: 150 shares worth $6.82K. The stake represents ﹤0.01% of the portfolio and ranks #942 among its holdings. This is a return to the name: Anchor Investment Management previously reported a position in QQQJ as recently as Q1 2024.

Anchor Investment Management first reported a position in QQQJ in Q1 2021 and has held it in 14 quarters since. The position peaked at $52.3K in Q2 2021. 195 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

Anchor Investment Management held 150 shares of Invesco NASDAQ Next Gen 100 ETF worth $6.82K as of Q2 2026.
Invesco NASDAQ Next Gen 100 ETF was a new Anchor Investment Management position in Q2 2026.
Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #942 holding.
Anchor Investment Management first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q1 2021 and has held it in 14 quarters since.
Anchor Investment Management's Invesco NASDAQ Next Gen 100 ETF position peaked at $52.3K in Q2 2021.
195 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.