Financial Life Planners’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Financial Life Planners’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	$822	Hold	18	–	–	﹤0.01%	301
2026 Q1	$655	Buy	+18	New	+$682	﹤0.01%	326
2025 Q4	–	Sell	-986	Closed	-$35.3K	–	261
2025 Q3	$35.3K	Buy	+986	New	+$33.6K	0.02%	152
2025 Q1	–	Sell	-978	Closed	-$30.2K	–	303
2024 Q4	$30.2K	Buy	+978	New	+$30.4K	0.03%	165

Other funds holding QQQJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Financial Life Planners's QQQJ Position: Q2 2026 in Review

Financial Life Planners held its Invesco NASDAQ Next Gen 100 ETF (QQQJ) position steady in Q2 2026 at 18 shares worth $822. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Financial Life Planners first reported a position in QQQJ in Q4 2024 and has held it in 4 quarters since. The position peaked at $35.3K in Q3 2025. 194 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

Financial Life Planners held 18 shares of Invesco NASDAQ Next Gen 100 ETF worth $822 as of Q2 2026.
Financial Life Planners left its Invesco NASDAQ Next Gen 100 ETF share count unchanged in Q2 2026.
Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #301 holding.
Financial Life Planners first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's Invesco NASDAQ Next Gen 100 ETF position peaked at $35.3K in Q3 2025.
194 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.