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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
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

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Brandywine Oak Private Wealth's QQQJ Position: Q2 2026 in Review

Brandywine Oak Private Wealth opened a new position in Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q2 2026: 5,150 shares worth $234K. The stake represents 0.02% of the portfolio and ranks #226 among its holdings. This is a return to the name: Brandywine Oak Private Wealth previously reported a position in QQQJ as recently as Q1 2022.

Brandywine Oak Private Wealth first reported a position in QQQJ in Q1 2022 and has held it in 2 quarters since. The position peaked at $256K in Q1 2022. 25 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

  • Brandywine Oak Private Wealth held 5,150 shares of Invesco NASDAQ Next Gen 100 ETF worth $234K as of Q2 2026.
  • Invesco NASDAQ Next Gen 100 ETF was a new Brandywine Oak Private Wealth position in Q2 2026.
  • Invesco NASDAQ Next Gen 100 ETF made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #226 holding.
  • Brandywine Oak Private Wealth first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q1 2022 and has held it in 2 quarters since.
  • Brandywine Oak Private Wealth's Invesco NASDAQ Next Gen 100 ETF position peaked at $256K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.