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

Creative Planning’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 		$900K Buy
19,801
+5,844
+42% +$246K ﹤0.01% 2730
2026
Q1 		$505K Buy
13,957
+27
+0.2% +$1.02K ﹤0.01% 3023
2025
Q4 		$513K Buy
13,930
+222
+2% +$8.1K ﹤0.01% 2820
2025
Q3 		$491K Buy
13,708
+210
+2% +$7.16K ﹤0.01% 2740
2025
Q2 		$432K Buy
13,498
+101
+0.8% +$3.01K ﹤0.01% 2602
2025
Q1 		$389K Buy
13,397
+9
+0.1% +$281 ﹤0.01% 2525
2024
Q4 		$413K Sell
13,388
-1,613
-11% -$50.1K ﹤0.01% 2402
2024
Q3 		$456K Buy
15,001
+167
+1% +$4.77K ﹤0.01% 2188
2024
Q2 		$413K Buy
14,834
+43
+0.3% +$1.2K ﹤0.01% 2097
2024
Q1 		$428K Buy
+14,791
New +$407K ﹤0.01% 1964
2022
Q2 		– Sell
-8,710
Closed -$253K – 2487
2022
Q1 		$253K Sell
8,710
-2,426
-22% -$71.3K ﹤0.01% 1745
2021
Q4 		$374K Sell
11,136
-14
-0.1% -$478 ﹤0.01% 1480
2021
Q3 		$369K Sell
11,150
-250
-2% -$8.52K ﹤0.01% 1475
2021
Q2 		$392K Sell
11,400
-1,381
-11% -$45.2K ﹤0.01% 1407
2021
Q1 		$407K Buy
+12,781
New +$418K ﹤0.01% 1578

Other funds holding QQQJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $187M AUM 22% 1-Year Est. Return

Creative Planning's QQQJ Position: Q2 2026 in Review

Creative Planning increased its Invesco NASDAQ Next Gen 100 ETF (QQQJ) stake by 42% in Q2 2026, buying an estimated $246K and bringing the position to 19,801 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #2730.

Creative Planning first reported a position in QQQJ in Q1 2021 and has held it in 15 quarters since. 194 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

  • Creative Planning held 19,801 shares of Invesco NASDAQ Next Gen 100 ETF worth $900K as of Q2 2026.
  • Creative Planning bought 5,844 Invesco NASDAQ Next Gen 100 ETF shares in Q2 2026, an estimated $246K.
  • Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2730 holding.
  • Creative Planning first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q1 2021 and has held it in 15 quarters since.
  • 194 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.