Capstone Wealth Management Group (Pennsylvania)’s VictoryShares Nasdaq Next 50 ETF QQQN Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’s Portfolio QQQN Stock Details QQQN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-11,295	Closed	-$327K	–	67
2022 Q1	$327K	Sell	11,295 -10,745	-49%	-$316K	0.33%	51
2021 Q4	$754K	Buy	+22,040	New	+$756K	0.61%	34

Other funds holding QQQN

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s QQQN Position: Q2 2022 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of VictoryShares Nasdaq Next 50 ETF (QQQN) in Q2 2022, closing a stake of 11,295 shares — an estimated $327K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in QQQN in Q4 2021 and held it in 2 quarters. The position peaked at $754K in Q4 2021. 22 funds tracked by Wall St. Rank hold QQQN as of Q2 2022.

Capstone Wealth Management Group (Pennsylvania) reported no remaining VictoryShares Nasdaq Next 50 ETF position as of Q2 2022 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 11,295 VictoryShares Nasdaq Next 50 ETF shares in Q2 2022, an estimated $327K.
Capstone Wealth Management Group (Pennsylvania) first reported a position in VictoryShares Nasdaq Next 50 ETF in Q4 2021 and held it in 2 quarters.
Capstone Wealth Management Group (Pennsylvania)'s VictoryShares Nasdaq Next 50 ETF position peaked at $754K in Q4 2021.
22 funds tracked by Wall St. Rank held VictoryShares Nasdaq Next 50 ETF as of Q2 2022.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2022, filed 12 Aug 2022.