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Gerber Kawasaki Wealth & Investment Management’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2026
Q2 		$6.86M Sell
151,066
-1,890
-1% -$79.4K 0.18% 77
2026
Q1 		$5.54M Sell
152,956
-16,151
-10% -$612K 0.18% 79
2025
Q4 		$6.23M Sell
169,107
-1,077
-0.6% -$39.3K 0.22% 74
2025
Q3 		$6.09M Buy
170,184
+2,926
+2% +$99.8K 0.21% 73
2025
Q2 		$5.35M Buy
167,258
+650
+0.4% +$19.4K 0.21% 74
2025
Q1 		$4.83M Sell
166,608
-3,198
-2% -$99.7K 0.22% 71
2024
Q4 		$5.24M Buy
169,806
+11,923
+8% +$370K 0.23% 71
2024
Q3 		$4.79M Sell
157,883
-2,481
-2% -$70.8K 0.22% 74
2024
Q2 		$4.47M Buy
160,364
+14,698
+10% +$409K 0.22% 73
2024
Q1 		$4.21M Buy
145,666
+10,487
+8% +$289K 0.23% 72
2023
Q4 		$3.65M Sell
135,179
-17,459
-11% -$433K 0.22% 74
2023
Q3 		$3.76M Buy
152,638
+95,492
+167% +$2.47M 0.26% 73
2023
Q2 		$1.49M Sell
57,146
-79
-0.1% -$1.99K 0.1% 105
2023
Q1 		$1.46M Buy
57,225
+1,463
+3% +$37.1K 0.12% 101
2022
Q4 		$1.33M Buy
55,762
+39,682
+247% +$942K 0.12% 103
2022
Q3 		$356K Sell
16,080
-9,660
-38% -$240K 0.03% 172
2022
Q2 		$599K Sell
25,740
-51,442
-67% -$1.31M 0.06% 148
2022
Q1 		$2.24M Buy
77,182
+28,919
+60% +$849K 0.18% 76
2021
Q4 		$1.62M Buy
48,263
+14,358
+42% +$490K 0.13% 91
2021
Q3 		$1.12M Sell
33,905
-10,236
-23% -$349K 0.14% 67
2021
Q2 		$1.52M Buy
44,141
+7,877
+22% +$258K 0.16% 85
2021
Q1 		$1.15M Buy
+36,264
New +$1.19M 0.14% 91

Other funds holding QQQJ

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
RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $187M AUM 22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's QQQJ Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Invesco NASDAQ Next Gen 100 ETF (QQQJ) stake by 1.2% in Q2 2026, selling an estimated $79.4K and leaving 151,066 shares worth $6.86M. The position accounts for 0.18% of the portfolio, ranked #77.

Gerber Kawasaki Wealth & Investment Management first reported a position in QQQJ in Q1 2021 and has held it in 22 quarters since. 118 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 151,066 shares of Invesco NASDAQ Next Gen 100 ETF worth $6.86M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 1,890 Invesco NASDAQ Next Gen 100 ETF shares in Q2 2026, an estimated $79.4K.
  • Invesco NASDAQ Next Gen 100 ETF made up 0.18% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #77 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q1 2021 and has held it in 22 quarters since.
  • 118 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.