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

Herold 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
2022
Q2 		– Sell
-200
Closed -$5.81K – 556
2022
Q1 		$5.81K Buy
+200
New +$5.87K ﹤0.01% 663
2021
Q4 		– Sell
-200
Closed -$6K – 543
2021
Q3 		$6K Buy
+200
New +$6.81K ﹤0.01% 651

Other funds holding QQQJ

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $160M AUM 16.74% 1-Year Est. Return

Herold Advisors's QQQJ Position: Q2 2022 in Review

Herold Advisors sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q2 2022, closing a stake of 200 shares — an estimated $5.81K sold.

Herold Advisors first reported a position in QQQJ in Q3 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 159 funds tracked by Wall St. Rank hold QQQJ as of Q2 2022.

  • Herold Advisors reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 200 Invesco NASDAQ Next Gen 100 ETF shares in Q2 2022, an estimated $5.81K.
  • Herold Advisors first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Invesco NASDAQ Next Gen 100 ETF position peaked at $6K in Q3 2021.
  • 159 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.