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JNBA Financial Advisors’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

JNBA Financial Advisors’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 		– Sell
-16
Closed -$576 – 873
2025
Q4 		$576 Buy
+16
New +$584 ﹤0.01% 774
2022
Q3 		– Sell
-153
Closed -$4K – 739
2022
Q2 		$4K Buy
+153
New +$3.91K ﹤0.01% 590

Other funds holding QQQJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

JNBA Financial Advisors's QQQJ Position: Q1 2026 in Review

JNBA Financial Advisors sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q1 2026, closing a stake of 16 shares — an estimated $576 sold.

JNBA Financial Advisors first reported a position in QQQJ in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 172 funds tracked by Wall St. Rank hold QQQJ as of Q1 2026.

  • JNBA Financial Advisors reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q1 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 16 Invesco NASDAQ Next Gen 100 ETF shares in Q1 2026, an estimated $576.
  • JNBA Financial Advisors first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q2 2022 and held it in 2 quarters.
  • JNBA Financial Advisors's Invesco NASDAQ Next Gen 100 ETF position peaked at $4K in Q2 2022.
  • 172 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.