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Copia Wealth Management’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Copia Wealth Management’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
Q1 		– Sell
-10
Closed -$309 – 471
2024
Q4 		$309 Buy
+10
New +$311 ﹤0.01% 407

Other funds holding QQQJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $160M AUM 16.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Copia Wealth Management's QQQJ Position: Q1 2025 in Review

Copia Wealth Management sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q1 2025, closing a stake of 10 shares — an estimated $309 sold.

Copia Wealth Management first reported a position in QQQJ in Q4 2024 and held it in 1 quarter. The position peaked at $309 in Q4 2024. 148 funds tracked by Wall St. Rank hold QQQJ as of Q1 2025.

  • Copia Wealth Management reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q1 2025 after selling out during the quarter.
  • Copia Wealth Management sold 10 Invesco NASDAQ Next Gen 100 ETF shares in Q1 2025, an estimated $309.
  • Copia Wealth Management first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2024 and held it in 1 quarter.
  • Copia Wealth Management's Invesco NASDAQ Next Gen 100 ETF position peaked at $309 in Q4 2024.
  • 148 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q1 2025.

Based on Copia Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.