Creative Financial Designs’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Creative Financial Designs’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 Q2	–	Sell	-154	Closed	-$3.94K	–	1508
2023 Q1	$3.94K	Hold	154	–	–	﹤0.01%	1169
2022 Q4	$3.69K	Hold	154	–	–	﹤0.01%	1093
2022 Q3	$3K	Buy	154 +1	+0.7%	+$25	﹤0.01%	1130
2022 Q2	$4K	Hold	153	–	–	﹤0.01%	1059
2022 Q1	$4K	Buy	+153	New	+$4.49K	﹤0.01%	1085

Other funds holding QQQJ

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Creative Financial Designs's QQQJ Position: Q2 2023 in Review

Creative Financial Designs sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q2 2023, closing a stake of 154 shares — an estimated $3.94K sold.

Creative Financial Designs first reported a position in QQQJ in Q1 2022 and held it in 5 quarters. The position peaked at $4K in Q2 2022. 150 funds tracked by Wall St. Rank hold QQQJ as of Q2 2023.

Creative Financial Designs reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q2 2023 after selling out during the quarter.
Creative Financial Designs sold 154 Invesco NASDAQ Next Gen 100 ETF shares in Q2 2023, an estimated $3.94K.
Creative Financial Designs first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q1 2022 and held it in 5 quarters.
Creative Financial Designs's Invesco NASDAQ Next Gen 100 ETF position peaked at $4K in Q2 2022.
150 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2023.

Based on Creative Financial Designs's 13F filing for Q2 2023, filed 26 Jul 2023.