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

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

HHM Wealth Advisors's QQQJ Position: Q2 2026 in Review

HHM Wealth Advisors held its Invesco NASDAQ Next Gen 100 ETF (QQQJ) position steady in Q2 2026 at 309 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

HHM Wealth Advisors first reported a position in QQQJ in Q3 2022 and has held it in 16 quarters since. The position peaked at $211K in Q3 2022. 194 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

HHM Wealth Advisors held 309 shares of Invesco NASDAQ Next Gen 100 ETF worth $14K as of Q2 2026.
HHM Wealth Advisors left its Invesco NASDAQ Next Gen 100 ETF share count unchanged in Q2 2026.
Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #580 holding.
HHM Wealth Advisors first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q3 2022 and has held it in 16 quarters since.
HHM Wealth Advisors's Invesco NASDAQ Next Gen 100 ETF position peaked at $211K in Q3 2022.
194 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.