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

Atticus 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
2023 Q4	–	Sell	-130	Closed	-$3.2K	–	596
2023 Q3	$3.2K	Hold	130	–	–	﹤0.01%	474
2023 Q2	$3.4K	Hold	130	–	–	﹤0.01%	466
2023 Q1	$3.31K	Hold	130	–	–	﹤0.01%	453
2022 Q4	$3.11K	Hold	130	–	–	﹤0.01%	440
2022 Q3	$3K	Hold	130	–	–	﹤0.01%	478
2022 Q2	$3K	Hold	130	–	–	﹤0.01%	511
2022 Q1	$4K	Buy	+130	New	+$3.82K	﹤0.01%	481

Other funds holding QQQJ

RJFSA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

CAS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

WAP

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

Atticus Wealth Management's QQQJ Position: Q4 2023 in Review

Atticus Wealth Management sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q4 2023, closing a stake of 130 shares — an estimated $3.2K sold.

Atticus Wealth Management first reported a position in QQQJ in Q1 2022 and held it in 7 quarters. The position peaked at $4K in Q1 2022. 163 funds tracked by Wall St. Rank hold QQQJ as of Q4 2023.

Atticus Wealth Management reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q4 2023 after selling out during the quarter.
Atticus Wealth Management sold 130 Invesco NASDAQ Next Gen 100 ETF shares in Q4 2023, an estimated $3.2K.
Atticus Wealth Management first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q1 2022 and held it in 7 quarters.
Atticus Wealth Management's Invesco NASDAQ Next Gen 100 ETF position peaked at $4K in Q1 2022.
163 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.