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Goldstein Advisors’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Goldstein Advisors’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 		$206K Buy
+4,527
New +$190K 0.02% 246
2023
Q3 		– Sell
-8,437
Closed -$221K – 172
2023
Q2 		$221K Sell
8,437
-5,057
-37% -$127K 0.05% 135
2023
Q1 		$344K Sell
13,494
-217,605
-94% -$5.52M 0.08% 98
2022
Q4 		$5.53M Buy
+231,099
New +$5.49M 1.34% 19

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

Goldstein Advisors's QQQJ Position: Q2 2026 in Review

Goldstein Advisors opened a new position in Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q2 2026: 4,527 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #246 among its holdings. This is a return to the name: Goldstein Advisors previously reported a position in QQQJ as recently as Q2 2023.

Goldstein Advisors first reported a position in QQQJ in Q4 2022 and has held it in 4 quarters since. The position peaked at $5.53M in Q4 2022. 194 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

  • Goldstein Advisors held 4,527 shares of Invesco NASDAQ Next Gen 100 ETF worth $206K as of Q2 2026.
  • Invesco NASDAQ Next Gen 100 ETF was a new Goldstein Advisors position in Q2 2026.
  • Invesco NASDAQ Next Gen 100 ETF made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #246 holding.
  • Goldstein Advisors first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2022 and has held it in 4 quarters since.
  • Goldstein Advisors's Invesco NASDAQ Next Gen 100 ETF position peaked at $5.53M in Q4 2022.
  • 194 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.