Cerity Partners
QQQJ icon

Cerity Partners’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Cerity Partners’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 		$246K Buy
+5,409
New +$227K ﹤0.01% 2930
2021
Q3 		– Sell
-7,202
Closed -$248K – 719
2021
Q2 		$248K Sell
7,202
-687
-9% -$22.5K 0.01% 635
2021
Q1 		$251K Buy
7,889
+712
+10% +$23.3K 0.01% 601
2020
Q4 		$222K Buy
+7,177
New +$203K 0.01% 575

Other funds holding QQQJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $187M AUM 22% 1-Year Est. Return

Cerity Partners's QQQJ Position: Q2 2026 in Review

Cerity Partners opened a new position in Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q2 2026: 5,409 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #2930 among its holdings. This is a return to the name: Cerity Partners previously reported a position in QQQJ as recently as Q2 2021.

Cerity Partners first reported a position in QQQJ in Q4 2020 and has held it in 4 quarters since. The position peaked at $251K in Q1 2021. 195 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

  • Cerity Partners held 5,409 shares of Invesco NASDAQ Next Gen 100 ETF worth $246K as of Q2 2026.
  • Invesco NASDAQ Next Gen 100 ETF was a new Cerity Partners position in Q2 2026.
  • Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2930 holding.
  • Cerity Partners first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2020 and has held it in 4 quarters since.
  • Cerity Partners's Invesco NASDAQ Next Gen 100 ETF position peaked at $251K in Q1 2021.
  • 195 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.