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

HHM Wealth 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	$14K	Hold	309	–	–	﹤0.01%	580
2026 Q1	$11.2K	Hold	309	–	–	﹤0.01%	625
2025 Q4	$11.4K	Hold	309	–	–	﹤0.01%	600
2025 Q3	$11.1K	Hold	309	–	–	﹤0.01%	622
2025 Q2	$9.88K	Hold	309	–	–	﹤0.01%	612
2025 Q1	$8.96K	Hold	309	–	–	﹤0.01%	608
2024 Q4	$9.54K	Hold	309	–	–	﹤0.01%	596
2024 Q3	$9.38K	Hold	309	–	–	﹤0.01%	574
2024 Q2	$8.61K	Sell	309 -479	-61%	-$13.3K	﹤0.01%	569
2024 Q1	$22.8K	Hold	788	–	–	﹤0.01%	394
2023 Q4	$21.3K	Sell	788 -24	-3%	-$596	﹤0.01%	402
2023 Q3	$20K	Sell	812 -946	-54%	-$24.4K	﹤0.01%	402
2023 Q2	$46K	Buy	1,758 +1,574	+855%	+$39.6K	0.01%	295
2023 Q1	$4.69K	Buy	184 +16	+10%	+$406	﹤0.01%	650
2022 Q4	$4.02K	Sell	168 -9,357	-98%	-$222K	﹤0.01%	552
2022 Q3	$211K	Buy	+9,525	New	+$237K	0.06%	103

Other funds holding QQQJ

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return