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Impact Partnership Wealth’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-228
Closed -$6.59K – 558
2024
Q1 		$6.59K Hold
228
– – ﹤0.01% 480
2023
Q4 		$6.15K Hold
228
– – ﹤0.01% 561
2023
Q3 		$5.62K Buy
+228
New +$5.89K ﹤0.01% 676

Other funds holding QQQJ

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $160M AUM 16.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Impact Partnership Wealth's QQQJ Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q2 2024, closing a stake of 228 shares — an estimated $6.59K sold.

Impact Partnership Wealth first reported a position in QQQJ in Q3 2023 and held it in 3 quarters. The position peaked at $6.59K in Q1 2024. 147 funds tracked by Wall St. Rank hold QQQJ as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 228 Invesco NASDAQ Next Gen 100 ETF shares in Q2 2024, an estimated $6.59K.
  • Impact Partnership Wealth first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Invesco NASDAQ Next Gen 100 ETF position peaked at $6.59K in Q1 2024.
  • 147 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.