Hochman Cole Investment Advisors’s VictoryShares Nasdaq Next 50 ETF QQQN Stock Holding History

Hochman Cole Investment Advisors’s Portfolio QQQN Stock Details QQQN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$259K	Sell	7,944 -1,213	-13%	-$40.8K	0.1%	115
2021 Q2	$315K	Sell	9,157 -325	-3%	-$10.5K	0.13%	99
2021 Q1	$299K	Buy	9,482 +5	+0.1%	+$166	0.13%	100
2020 Q4	$301K	Buy	9,477 +12	+0.1%	+$345	0.13%	92
2020 Q3	$250K	Buy	+9,465	New	+$243K	0.12%	99

Other funds holding QQQN

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return

Hochman Cole Investment Advisors's QQQN Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its VictoryShares Nasdaq Next 50 ETF (QQQN) stake by 13% in Q3 2021, selling an estimated $40.8K and leaving 7,944 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #115.

Hochman Cole Investment Advisors first reported a position in QQQN in Q3 2020 and has held it in 5 quarters since. The position peaked at $315K in Q2 2021. 23 funds tracked by Wall St. Rank hold QQQN as of Q3 2021.

Hochman Cole Investment Advisors held 7,944 shares of VictoryShares Nasdaq Next 50 ETF worth $259K as of Q3 2021.
Hochman Cole Investment Advisors sold 1,213 VictoryShares Nasdaq Next 50 ETF shares in Q3 2021, an estimated $40.8K.
VictoryShares Nasdaq Next 50 ETF made up 0.1% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #115 holding.
Hochman Cole Investment Advisors first reported a position in VictoryShares Nasdaq Next 50 ETF in Q3 2020 and has held it in 5 quarters since.
Hochman Cole Investment Advisors's VictoryShares Nasdaq Next 50 ETF position peaked at $315K in Q2 2021.
23 funds tracked by Wall St. Rank held VictoryShares Nasdaq Next 50 ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.