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Independent Financial Group’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Independent Financial Group’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
Q3 		$275K Buy
6,277
+973
+18% +$43.7K 0.01% 1320
2026
Q2 		$241K Buy
+5,304
New +$223K ﹤0.01% 1373
2022
Q3 		– Sell
-10,898
Closed -$254K – 777
2022
Q2 		$254K Buy
10,898
+2,000
+22% +$51.1K 0.03% 557
2022
Q1 		$258K Sell
8,898
-250
-3% -$7.34K 0.02% 652
2021
Q4 		$307K Buy
+9,148
New +$312K 0.03% 586

Other funds holding QQQJ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
FA
Fullerton Advisors Danville, California $107M AUM 11.38% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Independent Financial Group's QQQJ Position: Q3 2026 in Review

Independent Financial Group increased its Invesco NASDAQ Next Gen 100 ETF (QQQJ) stake by 18% in Q3 2026, buying an estimated $43.7K and bringing the position to 6,277 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #1320.

Independent Financial Group first reported a position in QQQJ in Q4 2021 and has held it in 5 quarters since. The position peaked at $307K in Q4 2021. 13 funds tracked by Wall St. Rank hold QQQJ as of Q3 2026.

  • Independent Financial Group held 6,277 shares of Invesco NASDAQ Next Gen 100 ETF worth $275K as of Q3 2026.
  • Independent Financial Group bought 973 Invesco NASDAQ Next Gen 100 ETF shares in Q3 2026, an estimated $43.7K.
  • Invesco NASDAQ Next Gen 100 ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1320 holding.
  • Independent Financial Group first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2021 and has held it in 5 quarters since.
  • Independent Financial Group's Invesco NASDAQ Next Gen 100 ETF position peaked at $307K in Q4 2021.
  • 13 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.