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Evoke Wealth’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-1,333
Closed -$30K – 953
2022
Q3 		$30K Buy
+1,333
New +$33.2K ﹤0.01% 591

Other funds holding QQQJ

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Evoke Wealth's QQQJ Position: Q4 2022 in Review

Evoke Wealth sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q4 2022, closing a stake of 1,333 shares — an estimated $30K sold.

Evoke Wealth first reported a position in QQQJ in Q3 2022 and held it in 1 quarter. The position peaked at $30K in Q3 2022. 156 funds tracked by Wall St. Rank hold QQQJ as of Q4 2022.

  • Evoke Wealth reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 1,333 Invesco NASDAQ Next Gen 100 ETF shares in Q4 2022, an estimated $30K.
  • Evoke Wealth first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q3 2022 and held it in 1 quarter.
  • Evoke Wealth's Invesco NASDAQ Next Gen 100 ETF position peaked at $30K in Q3 2022.
  • 156 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.