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

Focused Wealth Management’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
2024
Q1 		– Sell
-336
Closed -$9.08K – 775
2023
Q4 		$9.08K Buy
+336
New +$8.34K ﹤0.01% 570

Other funds holding QQQJ

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $160M AUM 16.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Focused Wealth Management's QQQJ Position: Q1 2024 in Review

Focused Wealth Management sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q1 2024, closing a stake of 336 shares — an estimated $9.08K sold.

Focused Wealth Management first reported a position in QQQJ in Q4 2023 and held it in 1 quarter. The position peaked at $9.08K in Q4 2023. 153 funds tracked by Wall St. Rank hold QQQJ as of Q1 2024.

  • Focused Wealth Management reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 336 Invesco NASDAQ Next Gen 100 ETF shares in Q1 2024, an estimated $9.08K.
  • Focused Wealth Management first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2023 and held it in 1 quarter.
  • Focused Wealth Management's Invesco NASDAQ Next Gen 100 ETF position peaked at $9.08K in Q4 2023.
  • 153 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.