IFG
QQQJ icon

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
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

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

Independent Financial Group's QQQJ Position: Q2 2026 in Review

Independent Financial Group opened a new position in Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q2 2026: 5,304 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1373 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in QQQJ as recently as Q2 2022.

Independent Financial Group first reported a position in QQQJ in Q4 2021 and has held it in 4 quarters since. The position peaked at $307K in Q4 2021. 194 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

  • Independent Financial Group held 5,304 shares of Invesco NASDAQ Next Gen 100 ETF worth $241K as of Q2 2026.
  • Invesco NASDAQ Next Gen 100 ETF was a new Independent Financial Group position in Q2 2026.
  • Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1373 holding.
  • Independent Financial Group first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2021 and has held it in 4 quarters since.
  • Independent Financial Group's Invesco NASDAQ Next Gen 100 ETF position peaked at $307K in Q4 2021.
  • 194 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.