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IHT Wealth Management’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

IHT Wealth Management’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 		$255K Sell
5,604
-125
-2% -$5.25K 0.01% 1077
2026
Q1 		$207K Sell
5,729
-86
-1% -$3.26K ﹤0.01% 1181
2025
Q4 		$214K Sell
5,815
-9,491
-62% -$346K 0.01% 1108
2025
Q3 		$548K Sell
15,306
-5,983
-28% -$204K 0.01% 706
2025
Q2 		$681K Sell
21,289
-181
-0.8% -$5.4K 0.02% 611
2025
Q1 		$623K Buy
21,470
+38
+0.2% +$1.18K 0.02% 604
2024
Q4 		$662K Sell
21,432
-2,195
-9% -$68.2K 0.02% 593
2024
Q3 		$717K Buy
23,627
+247
+1% +$7.05K 0.02% 600
2024
Q2 		$652K Sell
23,380
-4,918
-17% -$137K 0.02% 553
2024
Q1 		$818K Buy
28,298
+16,059
+131% +$442K 0.03% 480
2023
Q4 		$330K Buy
12,239
+2,248
+23% +$55.8K 0.01% 733
2023
Q3 		$246K Buy
9,991
+1,965
+24% +$50.8K 0.01% 809
2023
Q2 		$210K Buy
+8,026
New +$202K 0.01% 863

Other funds holding QQQJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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

IHT Wealth Management's QQQJ Position: Q2 2026 in Review

IHT Wealth Management reduced its Invesco NASDAQ Next Gen 100 ETF (QQQJ) stake by 2.2% in Q2 2026, selling an estimated $5.25K and leaving 5,604 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #1077.

IHT Wealth Management first reported a position in QQQJ in Q2 2023 and has held it in 13 quarters since. The position peaked at $818K in Q1 2024. 194 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

  • IHT Wealth Management held 5,604 shares of Invesco NASDAQ Next Gen 100 ETF worth $255K as of Q2 2026.
  • IHT Wealth Management sold 125 Invesco NASDAQ Next Gen 100 ETF shares in Q2 2026, an estimated $5.25K.
  • Invesco NASDAQ Next Gen 100 ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1077 holding.
  • IHT Wealth Management first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q2 2023 and has held it in 13 quarters since.
  • IHT Wealth Management's Invesco NASDAQ Next Gen 100 ETF position peaked at $818K in Q1 2024.
  • 194 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.