Jones Financial Companies
QQQJ icon

Jones Financial Companies’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Jones Financial Companies’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 		$18.4M Buy
523,047
+158,666
+44% +$6.01M 0.01% 616
2025
Q4 		$13.4M Buy
364,381
+106,402
+41% +$3.88M 0.01% 396
2025
Q3 		$9.16M Buy
257,979
+66,241
+35% +$2.26M 0.01% 426
2025
Q2 		$6.1M Buy
191,738
+48,431
+34% +$1.44M ﹤0.01% 451
2025
Q1 		$4.18M Buy
143,307
+54,205
+61% +$1.69M ﹤0.01% 471
2024
Q4 		$2.75M Buy
89,102
+9,341
+12% +$290K ﹤0.01% 484
2024
Q3 		$2.42M Buy
79,761
+54,763
+219% +$1.56M ﹤0.01% 413
2024
Q2 		$697K Buy
+24,998
New +$695K ﹤0.01% 486
2023
Q4 		– Sell
-41
Closed -$1.01K – 1033
2023
Q3 		$1.01K Buy
+41
New +$1.06K ﹤0.01% 632

Other funds holding QQQJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $514M AUM 17.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $350M AUM 16.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $160M AUM 16.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return