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Angeles Wealth Management’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Angeles Wealth 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
2025
Q3 		– Sell
-103
Closed -$3.29K – 440
2025
Q2 		$3.29K Buy
+103
New +$3.07K ﹤0.01% 421

Other funds holding QQQJ

Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
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
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

Angeles Wealth Management's QQQJ Position: Q3 2025 in Review

Angeles Wealth Management sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q3 2025, closing a stake of 103 shares — an estimated $3.29K sold.

Angeles Wealth Management first reported a position in QQQJ in Q2 2025 and held it in 1 quarter. The position peaked at $3.29K in Q2 2025. 149 funds tracked by Wall St. Rank hold QQQJ as of Q3 2025.

  • Angeles Wealth Management reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 103 Invesco NASDAQ Next Gen 100 ETF shares in Q3 2025, an estimated $3.29K.
  • Angeles Wealth Management first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q2 2025 and held it in 1 quarter.
  • Angeles Wealth Management's Invesco NASDAQ Next Gen 100 ETF position peaked at $3.29K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q3 2025.

Based on Angeles Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.