Goldstone Financial Group’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Goldstone Financial Group’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	$1.63M	Sell	35,944 -3,126	-8%	-$131K	0.15%	95
2026 Q1	$1.41M	Sell	39,070 -1,885	-5%	-$71.4K	0.15%	96
2025 Q4	$1.51M	Buy	40,955 +9,402	+30%	+$343K	0.17%	84
2025 Q3	$1.13M	Buy	31,553 +8,793	+39%	+$300K	0.13%	98
2025 Q2	$739K	Buy	22,760 +3,932	+21%	+$117K	0.1%	124
2025 Q1	$546K	Buy	18,828 +8,152	+76%	+$254K	0.08%	127
2024 Q4	$330K	Buy	+10,676	New	+$332K	0.05%	158

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

Goldstone Financial Group's QQQJ Position: Q2 2026 in Review

Goldstone Financial Group reduced its Invesco NASDAQ Next Gen 100 ETF (QQQJ) stake by 8% in Q2 2026, selling an estimated $131K and leaving 35,944 shares worth $1.63M. The position accounts for 0.15% of the portfolio, ranked #95.

Goldstone Financial Group first reported a position in QQQJ in Q4 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

Goldstone Financial Group held 35,944 shares of Invesco NASDAQ Next Gen 100 ETF worth $1.63M as of Q2 2026.
Goldstone Financial Group sold 3,126 Invesco NASDAQ Next Gen 100 ETF shares in Q2 2026, an estimated $131K.
Invesco NASDAQ Next Gen 100 ETF made up 0.15% of Goldstone Financial Group's portfolio in Q2 2026, its #95 holding.
Goldstone Financial Group first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2024 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.