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Joseph P. Lucia & Associates’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-200
Closed -$7K – 454
2021
Q3 		$7K Hold
200
– – ﹤0.01% 412
2021
Q2 		$7K Hold
200
– – ﹤0.01% 418
2021
Q1 		$6K Hold
200
– – ﹤0.01% 413
2020
Q4 		$6K Buy
+200
New +$5.66K ﹤0.01% 386

Other funds holding QQQJ

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Joseph P. Lucia & Associates's QQQJ Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q4 2021, closing a stake of 200 shares — an estimated $7K sold.

Joseph P. Lucia & Associates first reported a position in QQQJ in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q3 2021. 209 funds tracked by Wall St. Rank hold QQQJ as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 200 Invesco NASDAQ Next Gen 100 ETF shares in Q4 2021, an estimated $7K.
  • Joseph P. Lucia & Associates first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2020 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's Invesco NASDAQ Next Gen 100 ETF position peaked at $7K in Q3 2021.
  • 209 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.