Guardian Wealth Advisors (North Carolina)’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$17.4K	Buy	+481	New	+$18.2K	﹤0.01%	514
2025 Q3	–	Sell	-481	Closed	-$15.4K	–	496
2025 Q2	$15.4K	Hold	481	–	–	﹤0.01%	461
2025 Q1	$14K	Hold	481	–	–	﹤0.01%	446
2024 Q4	$14.9K	Hold	481	–	–	﹤0.01%	427
2024 Q3	$14.6K	Hold	481	–	–	﹤0.01%	371
2024 Q2	$13.4K	Hold	481	–	–	﹤0.01%	361
2024 Q1	$13.9K	Hold	481	–	–	﹤0.01%	373
2023 Q4	$13K	Hold	481	–	–	﹤0.01%	374
2023 Q3	$11.9K	Hold	481	–	–	﹤0.01%	352
2023 Q2	$12.6K	Hold	481	–	–	﹤0.01%	334
2023 Q1	$12.3K	Buy	+481	New	+$12.2K	﹤0.01%	327

Other funds holding QQQJ

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RFS

Retirement Financial Solutions Knoxville, Tennessee $350M AUM 16.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EFG

Erickson Financial Group Allentown, Pennsylvania $187M AUM 22% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s QQQJ Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q1 2026: 481 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #514 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in QQQJ as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in QQQJ in Q1 2023 and has held it in 11 quarters since. 170 funds tracked by Wall St. Rank hold QQQJ as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 481 shares of Invesco NASDAQ Next Gen 100 ETF worth $17.4K as of Q1 2026.
Invesco NASDAQ Next Gen 100 ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #514 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q1 2023 and has held it in 11 quarters since.
170 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.