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DHJJ Financial Advisors’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

DHJJ Financial Advisors’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 		$507 Hold
14
– – ﹤0.01% 893
2025
Q4 		$516 Hold
14
– – ﹤0.01% 850
2025
Q3 		$502 Hold
14
– – ﹤0.01% 822
2025
Q2 		$448 Hold
14
– – ﹤0.01% 811
2025
Q1 		$407 Hold
14
– – ﹤0.01% 774
2024
Q4 		$433 Hold
14
– – ﹤0.01% 737
2024
Q3 		$426 Hold
14
– – ﹤0.01% 720
2024
Q2 		$391 Hold
14
– – ﹤0.01% 684
2024
Q1 		$405 Hold
14
– – ﹤0.01% 671
2023
Q4 		$378 Hold
14
– – ﹤0.01% 659
2023
Q3 		$345 Buy
+14
New +$362 ﹤0.01% 663

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