Jim Simons
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Jim Simons’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Jim Simons’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
2022
Q4 		– Sell
-16,100
Closed -$357K – 4343
2022
Q3 		$357K Buy
+16,100
New +$401K ﹤0.01% 3116
2021
Q4 		– Sell
-50,800
Closed -$1.68M – 4166
2021
Q3 		$1.68M Sell
50,800
-13,800
-21% -$470K ﹤0.01% 2224
2021
Q2 		$2.22M Buy
+64,600
New +$2.11M ﹤0.01% 2191

Other funds holding QQQJ

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $187M AUM 22% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Jim Simons's QQQJ Position: Q4 2022 in Review

Jim Simons sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q4 2022, closing a stake of 16,100 shares — an estimated $357K sold.

Jim Simons first reported a position in QQQJ in Q2 2021 and held it in 3 quarters. The position peaked at $2.22M in Q2 2021. 156 funds tracked by Wall St. Rank hold QQQJ as of Q4 2022.

  • Jim Simons reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q4 2022 after selling out during the quarter.
  • Jim Simons sold 16,100 Invesco NASDAQ Next Gen 100 ETF shares in Q4 2022, an estimated $357K.
  • Jim Simons first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q2 2021 and held it in 3 quarters.
  • Jim Simons's Invesco NASDAQ Next Gen 100 ETF position peaked at $2.22M in Q2 2021.
  • 156 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q4 2022.

Based on Renaissance Technologies's 13F filing for Q4 2022, filed 13 Feb 2023.