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Householder Group Estate & Retirement Specialist’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$0 Hold
21
– – ﹤0.01% 1031
2024
Q3 		$0 Sell
21
-21
-50% -$600 ﹤0.01% 1291
2024
Q2 		$1K Hold
42
– – ﹤0.01% 1153
2024
Q1 		$1.23K Sell
42
-60
-59% -$1.65K ﹤0.01% 1103
2023
Q4 		$2K Sell
102
-40
-28% -$993 ﹤0.01% 1011
2023
Q3 		$3.52K Buy
+142
New +$3.67K ﹤0.01% 988
2023
Q1 		$3K Buy
+113
New +$2.87K ﹤0.01% 1046
2022
Q4 		– Sell
-80
Closed -$1K – 918
2022
Q3 		$1K Buy
+80
New +$1.99K ﹤0.01% 1042

Other funds holding QQQJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $187M AUM 22% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's QQQJ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Invesco NASDAQ Next Gen 100 ETF (QQQJ) position steady in Q4 2024 at 21 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Householder Group Estate & Retirement Specialist first reported a position in QQQJ in Q3 2022 and has held it in 8 quarters since. The position peaked at $3.52K in Q3 2023. 157 funds tracked by Wall St. Rank hold QQQJ as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 21 shares of Invesco NASDAQ Next Gen 100 ETF worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Invesco NASDAQ Next Gen 100 ETF share count unchanged in Q4 2024.
  • Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #1031 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Invesco NASDAQ Next Gen 100 ETF position peaked at $3.52K in Q3 2023.
  • 157 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.