IRAG
QQQJ icon

Investment Research & Advisory Group’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Investment Research & Advisory 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 		$60.6K Hold
1,333
– – 0.02% 123
2026
Q1 		$48.3K Buy
1,333
+2
+0.2% +$76 0.02% 130
2025
Q4 		$49K Buy
1,331
+3
+0.2% +$109 0.02% 121
2025
Q3 		$47.5K Buy
1,328
+116
+10% +$3.96K 0.02% 118
2025
Q2 		$38.8K Buy
1,212
+3
+0.2% +$89 0.01% 117
2025
Q1 		$35.1K Buy
1,209
+2
+0.2% +$62 0.01% 125
2024
Q4 		$37.3K Buy
1,207
+1
+0.1% +$31 0.02% 112
2024
Q3 		$36.6K Buy
1,206
+2
+0.2% +$57 0.02% 112
2024
Q2 		$33.5K Buy
1,204
+4
+0.3% +$111 0.01% 106
2024
Q1 		$34.7K Buy
1,200
+11
+0.9% +$303 0.02% 108
2023
Q4 		$32.1K Buy
1,189
+2
+0.2% +$50 0.02% 111
2023
Q3 		$29.3K Buy
1,187
+2
+0.2% +$52 0.02% 114
2023
Q2 		$31K Buy
+1,185
New +$29.8K 0.02% 118

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

Investment Research & Advisory Group's QQQJ Position: Q2 2026 in Review

Investment Research & Advisory Group held its Invesco NASDAQ Next Gen 100 ETF (QQQJ) position steady in Q2 2026 at 1,333 shares worth $60.6K. The position accounts for 0.02% of the portfolio, ranked #123.

Investment Research & Advisory Group first reported a position in QQQJ in Q2 2023 and has held it in 13 quarters since. 194 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

  • Investment Research & Advisory Group held 1,333 shares of Invesco NASDAQ Next Gen 100 ETF worth $60.6K as of Q2 2026.
  • Investment Research & Advisory Group left its Invesco NASDAQ Next Gen 100 ETF share count unchanged in Q2 2026.
  • Invesco NASDAQ Next Gen 100 ETF made up 0.02% of Investment Research & Advisory Group's portfolio in Q2 2026, its #123 holding.
  • Investment Research & Advisory Group first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q2 2023 and has held it in 13 quarters since.
  • 194 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.