Cetera Investment Advisers
QQQJ icon

Cetera Investment Advisers’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Cetera Investment Advisers’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
Q1 		$1.56M Sell
43,060
-211
-0.5% -$8K ﹤0.01% 2501
2025
Q4 		$1.59M Buy
43,271
+4,713
+12% +$172K ﹤0.01% 2411
2025
Q3 		$1.38M Buy
38,558
+14,971
+63% +$510K ﹤0.01% 2500
2025
Q2 		$754K Buy
23,587
+1,840
+8% +$54.8K ﹤0.01% 2631
2025
Q1 		$631K Sell
21,747
-5,537
-20% -$173K ﹤0.01% 2649
2024
Q4 		$843K Sell
27,284
-847
-3% -$26.3K ﹤0.01% 2281
2024
Q3 		$854K Buy
28,131
+2,041
+8% +$58.3K ﹤0.01% 2230
2024
Q2 		$727K Sell
26,090
-171
-0.7% -$4.75K ﹤0.01% 2304
2024
Q1 		$759K Buy
+26,261
New +$723K ﹤0.01% 2288
2022
Q1 		– Sell
-10,947
Closed -$367K – 1975
2021
Q4 		$367K Sell
10,947
-97
-0.9% -$3.31K 0.01% 1374
2021
Q3 		$365K Sell
11,044
-30,992
-74% -$1.06M 0.01% 1318
2021
Q2 		$1.45M Sell
42,036
-19,707
-32% -$645K 0.02% 632
2021
Q1 		$1.97M Buy
+61,743
New +$2.02M 0.04% 424

Other funds holding QQQJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $350M AUM 16.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $160M AUM 16.74% 1-Year Est. Return