Baird Financial Group
QQQJ icon

Baird Financial Group’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Baird Financial Group’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
Q1 		$684K Buy
18,892
+815
+5% +$30.9K ﹤0.01% 1388
2025
Q4 		$666K Buy
18,077
+126
+0.7% +$4.59K ﹤0.01% 1382
2025
Q3 		$642K Buy
17,951
+1,362
+8% +$46.4K ﹤0.01% 1389
2025
Q2 		$531K Buy
16,589
+1,101
+7% +$32.8K ﹤0.01% 1399
2025
Q1 		$449K Sell
15,488
-7,092
-31% -$221K ﹤0.01% 1426
2024
Q4 		$697K Buy
22,580
+92
+0.4% +$2.86K ﹤0.01% 1282
2024
Q3 		$683K Buy
22,488
+483
+2% +$13.8K ﹤0.01% 1281
2024
Q2 		$613K Buy
22,005
+654
+3% +$18.2K ﹤0.01% 1315
2024
Q1 		$617K Buy
+21,351
New +$587K ﹤0.01% 1313

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SL
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Osaic Holdings
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Jones Financial Companies
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $350M AUM 16.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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