CIBC Private Wealth Group’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$341K	Buy	9,242 +210	+2%	+$7.66K	﹤0.01%	987
2025 Q3	$323K	Hold	9,032	–	–	﹤0.01%	992
2025 Q2	$289K	Hold	9,032	–	–	﹤0.01%	993
2025 Q1	$230K	Hold	9,032	–	–	﹤0.01%	1035
2024 Q4	$285K	Hold	9,032	–	–	﹤0.01%	1030
2024 Q3	$274K	Sell	9,032 -18	-0.2%	-$514	﹤0.01%	1053
2024 Q2	$255K	Buy	9,050 +18	+0.2%	+$500	﹤0.01%	1004
2024 Q1	$260K	Hold	9,032	–	–	﹤0.01%	1024
2023 Q4	$244K	Hold	9,032	–	–	﹤0.01%	1005
2023 Q3	$223K	Sell	9,032 -1,500	-14%	-$38.8K	﹤0.01%	973
2023 Q2	$275K	Sell	10,532 -100	-0.9%	-$2.51K	﹤0.01%	788
2023 Q1	$660K	Sell	10,632 -1,400	-12%	-$35.5K	﹤0.01%	665
2022 Q4	$288K	Hold	12,032	–	–	﹤0.01%	691
2022 Q3	$267K	Hold	12,032	–	–	﹤0.01%	808
2022 Q2	$280K	Sell	12,032 -250	-2%	-$6.38K	﹤0.01%	809
2022 Q1	$356K	Hold	12,282	–	–	﹤0.01%	820
2021 Q4	$412K	Buy	+12,282	New	+$420K	﹤0.01%	809

Other funds holding QQQJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RFS

Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

EFG

Erickson Financial Group Allentown, Pennsylvania $187M AUM 22% 1-Year Est. Return

CIBC Private Wealth Group's QQQJ Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Invesco NASDAQ Next Gen 100 ETF (QQQJ) stake by 2.3% in Q4 2025, buying an estimated $7.66K and bringing the position to 9,242 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

CIBC Private Wealth Group first reported a position in QQQJ in Q4 2021 and has held it in 17 quarters since. The position peaked at $660K in Q1 2023. 171 funds tracked by Wall St. Rank hold QQQJ as of Q4 2025.

CIBC Private Wealth Group held 9,242 shares of Invesco NASDAQ Next Gen 100 ETF worth $341K as of Q4 2025.
CIBC Private Wealth Group bought 210 Invesco NASDAQ Next Gen 100 ETF shares in Q4 2025, an estimated $7.66K.
Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #987 holding.
CIBC Private Wealth Group first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2021 and has held it in 17 quarters since.
CIBC Private Wealth Group's Invesco NASDAQ Next Gen 100 ETF position peaked at $660K in Q1 2023.
171 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.