Cambridge Trust’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Cambridge Trust’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
2024 Q1	$106K	Buy	+3,669	New	+$101K	﹤0.01%	332

Other funds holding QQQJ

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Cambridge Trust's QQQJ Position: Q1 2024 in Review

Cambridge Trust opened a new position in Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q1 2024: 3,669 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #332 among its holdings.

153 funds tracked by Wall St. Rank hold QQQJ as of Q1 2024.

Cambridge Trust held 3,669 shares of Invesco NASDAQ Next Gen 100 ETF worth $106K as of Q1 2024.
Invesco NASDAQ Next Gen 100 ETF was a new Cambridge Trust position in Q1 2024.
Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #332 holding.
153 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.