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

Fourth Dimension 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
2026
Q2 		$22.7K Hold
500
– – 0.01% 365
2026
Q1 		$18.1K Hold
500
– – 0.01% 337
2025
Q4 		$18.4K Hold
500
– – 0.01% 343
2025
Q3 		$17.9K Hold
500
– – 0.01% 347
2025
Q2 		$16K Hold
500
– – 0.01% 360
2025
Q1 		$14.5K Hold
500
– – 0.01% 361
2024
Q4 		$15.4K Buy
+500
New +$15.5K 0.01% 358

Other funds holding QQQJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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

Fourth Dimension Wealth's QQQJ Position: Q2 2026 in Review

Fourth Dimension Wealth held its Invesco NASDAQ Next Gen 100 ETF (QQQJ) position steady in Q2 2026 at 500 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #365.

Fourth Dimension Wealth first reported a position in QQQJ in Q4 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

  • Fourth Dimension Wealth held 500 shares of Invesco NASDAQ Next Gen 100 ETF worth $22.7K as of Q2 2026.
  • Fourth Dimension Wealth 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 Fourth Dimension Wealth's portfolio in Q2 2026, its #365 holding.
  • Fourth Dimension Wealth first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2024 and has held it in 7 quarters since.
  • 194 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.