Congress Park Capital’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Congress Park Capital’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	$227K	Buy	+4,990	New	+$210K	0.06%	123
2025 Q2	–	Sell	-9,898	Closed	-$287K	–	125
2025 Q1	$287K	Buy	9,898 +468	+5%	+$14.6K	0.11%	93
2024 Q4	$291K	Hold	9,430	–	–	0.11%	96
2024 Q3	$286K	Buy	9,430 +196	+2%	+$5.6K	0.11%	100
2024 Q2	$257K	Buy	9,234 +68	+0.7%	+$1.89K	0.1%	102
2024 Q1	$265K	Buy	+9,166	New	+$252K	0.12%	97

Other funds holding QQQJ

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return