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Benjamin F. Edwards & Company’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Benjamin F. Edwards & Company’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
2022
Q4 		– Sell
-441
Closed -$10K – 1895
2022
Q3 		$10K Buy
441
+127
+40% +$3.16K ﹤0.01% 1390
2022
Q2 		$7K Sell
314
-123
-28% -$3.14K ﹤0.01% 1473
2022
Q1 		$13K Buy
437
+27
+7% +$793 ﹤0.01% 1319
2021
Q4 		$14K Buy
+410
New +$14K ﹤0.01% 1316

Other funds holding QQQJ

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Benjamin F. Edwards & Company's QQQJ Position: Q4 2022 in Review

Benjamin F. Edwards & Company sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q4 2022, closing a stake of 441 shares — an estimated $10K sold.

Benjamin F. Edwards & Company first reported a position in QQQJ in Q4 2021 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 156 funds tracked by Wall St. Rank hold QQQJ as of Q4 2022.

  • Benjamin F. Edwards & Company reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q4 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 441 Invesco NASDAQ Next Gen 100 ETF shares in Q4 2022, an estimated $10K.
  • Benjamin F. Edwards & Company first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2021 and held it in 4 quarters.
  • Benjamin F. Edwards & Company's Invesco NASDAQ Next Gen 100 ETF position peaked at $14K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q4 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2022, filed 7 Feb 2023.