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
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

RJFSA

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EFG

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

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

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

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

GKWIM

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Anchor Investment Management's QQQJ Position: Q2 2024 in Review

Anchor Investment Management sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q2 2024, closing a stake of 21 shares — an estimated $607 sold.

Anchor Investment Management first reported a position in QQQJ in Q1 2021 and held it in 13 quarters. The position peaked at $52.3K in Q2 2021. 147 funds tracked by Wall St. Rank hold QQQJ as of Q2 2024.

Anchor Investment Management reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q2 2024 after selling out during the quarter.
Anchor Investment Management sold 21 Invesco NASDAQ Next Gen 100 ETF shares in Q2 2024, an estimated $607.
Anchor Investment Management first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q1 2021 and held it in 13 quarters.
Anchor Investment Management's Invesco NASDAQ Next Gen 100 ETF position peaked at $52.3K in Q2 2021.
147 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2024.

Based on Anchor Investment Management's 13F filing for Q2 2024, filed 20 Sep 2024.