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

Concord Wealth 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
2023
Q1 		– Sell
-160
Closed -$3.83K – 1169
2022
Q4 		$3.83K Buy
+160
New +$3.8K ﹤0.01% 819

Other funds holding QQQJ

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $350M AUM 39.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Concord Wealth Partners's QQQJ Position: Q1 2023 in Review

Concord Wealth Partners sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q1 2023, closing a stake of 160 shares — an estimated $3.83K sold.

Concord Wealth Partners first reported a position in QQQJ in Q4 2022 and held it in 1 quarter. The position peaked at $3.83K in Q4 2022. 157 funds tracked by Wall St. Rank hold QQQJ as of Q1 2023.

  • Concord Wealth Partners reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 160 Invesco NASDAQ Next Gen 100 ETF shares in Q1 2023, an estimated $3.83K.
  • Concord Wealth Partners first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2022 and held it in 1 quarter.
  • Concord Wealth Partners's Invesco NASDAQ Next Gen 100 ETF position peaked at $3.83K in Q4 2022.
  • 157 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.