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CVA Family Office’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

CVA Family Office’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
Q1 		$724 Hold
20
– – ﹤0.01% 1701
2025
Q4 		$737 Hold
20
– – ﹤0.01% 1151
2025
Q3 		$716 Hold
20
– – ﹤0.01% 1186
2025
Q2 		$640 Hold
20
– – ﹤0.01% 1171
2025
Q1 		$580 Hold
20
– – ﹤0.01% 1199
2024
Q4 		$618 Buy
+20
New +$621 ﹤0.01% 1181
2023
Q3 		– Sell
-2,661
Closed -$69.6K – 777
2023
Q2 		$69.6K Hold
2,661
– – 0.01% 375
2023
Q1 		$67.9K Hold
2,661
– – 0.02% 378
2022
Q4 		$63.6K Hold
2,661
– – 0.02% 367
2022
Q3 		$59K Hold
2,661
– – 0.02% 326
2022
Q2 		$62K Hold
2,661
– – 0.02% 320
2022
Q1 		$77K Hold
2,661
– – 0.02% 309
2021
Q4 		$89K Buy
+2,661
New +$90.9K 0.02% 259

Other funds holding QQQJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $350M AUM 16.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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