Brandywine Oak Private Wealth
QQQJ icon

Brandywine Oak Private Wealth’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Brandywine Oak Private Wealth’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
Q3 		$226K Hold
5,150
– – 0.02% 220
2026
Q2 		$234K Buy
+5,150
New +$216K 0.02% 226
2022
Q2 		– Sell
-8,830
Closed -$256K – 338
2022
Q1 		$256K Buy
+8,830
New +$259K 0.03% 292

Other funds holding QQQJ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Retirement Financial Solutions
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return
Erickson Financial Group
Erickson Financial Group Allentown, Pennsylvania $187M AUM 12.68% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Purus Wealth Management
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Guidance Capital
Guidance Capital Lousville, Kentucky $454M AUM 15.94% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Brandywine Oak Private Wealth's QQQJ Position: Q3 2026 in Review

Brandywine Oak Private Wealth held its Invesco NASDAQ Next Gen 100 ETF (QQQJ) position steady in Q3 2026 at 5,150 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #220.

Brandywine Oak Private Wealth first reported a position in QQQJ in Q1 2022 and has held it in 3 quarters since. The position peaked at $256K in Q1 2022. 103 funds tracked by Wall St. Rank hold QQQJ as of Q3 2026.

  • Brandywine Oak Private Wealth held 5,150 shares of Invesco NASDAQ Next Gen 100 ETF worth $226K as of Q3 2026.
  • Brandywine Oak Private Wealth left its Invesco NASDAQ Next Gen 100 ETF share count unchanged in Q3 2026.
  • Invesco NASDAQ Next Gen 100 ETF made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #220 holding.
  • Brandywine Oak Private Wealth first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q1 2022 and has held it in 3 quarters since.
  • Brandywine Oak Private Wealth's Invesco NASDAQ Next Gen 100 ETF position peaked at $256K in Q1 2022.
  • 103 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.