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 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 $324B AUM 22.36% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $350M AUM 16.94% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Erickson Financial Group Allentown, Pennsylvania $160M AUM 16.74% 1-Year Est. Return