CX Institutional
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CX Institutional’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

CX Institutional’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
Q3 		$3K Buy
+65
New +$2.92K ﹤0.01% 1520
2025
Q4 		– Sell
-235
Closed -$8K – 1581
2025
Q3 		$8K Buy
235
+1
+0.4% +$34 ﹤0.01% 1229
2025
Q2 		$7K Hold
234
– – ﹤0.01% 1078
2025
Q1 		$7K Buy
+234
New +$7.29K ﹤0.01% 1044
2023
Q1 		– Sell
-209,239
Closed -$5M – 564
2022
Q4 		$5M Buy
209,239
+48,875
+30% +$1.16M 0.3% 81
2022
Q3 		$3.55M Buy
160,364
+90,240
+129% +$2.25M 0.25% 101
2022
Q2 		$1.63M Sell
70,124
-24,474
-26% -$625K 0.12% 198
2022
Q1 		$2.75M Buy
94,598
+15,456
+20% +$454K 0.22% 124
2021
Q4 		$2.66M Sell
79,142
-12,039
-13% -$411K 0.21% 140
2021
Q3 		$3.01M Sell
91,181
-1,109
-1% -$37.8K 0.25% 105
2021
Q2 		$3.18M Buy
+92,290
New +$3.02M 0.26% 102

Other funds holding QQQJ

Retirement Financial Solutions
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Purus Wealth Management
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Gerber LLC
Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CX Institutional's QQQJ Position: Q3 2026 in Review

CX Institutional opened a new position in Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q3 2026: 65 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1520 among its holdings. This is a return to the name: CX Institutional previously reported a position in QQQJ as recently as Q3 2025.

CX Institutional first reported a position in QQQJ in Q2 2021 and has held it in 11 quarters since. The position peaked at $5M in Q4 2022. 45 funds tracked by Wall St. Rank hold QQQJ as of Q3 2026.

  • CX Institutional held 65 shares of Invesco NASDAQ Next Gen 100 ETF worth $3K as of Q3 2026.
  • Invesco NASDAQ Next Gen 100 ETF was a new CX Institutional position in Q3 2026.
  • Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1520 holding.
  • CX Institutional first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q2 2021 and has held it in 11 quarters since.
  • CX Institutional's Invesco NASDAQ Next Gen 100 ETF position peaked at $5M in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.