Ken Fisher
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Ken Fisher’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Ken Fisher’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
2024
Q1 		– Sell
-7,499
Closed -$202K – 1039
2023
Q4 		$202K Buy
+7,499
New +$186K ﹤0.01% 956

Other funds holding QQQJ

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $187M AUM 22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Ken Fisher's QQQJ Position: Q1 2024 in Review

Ken Fisher sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q1 2024, closing a stake of 7,499 shares — an estimated $202K sold.

Ken Fisher first reported a position in QQQJ in Q4 2023 and held it in 1 quarter. The position peaked at $202K in Q4 2023. 153 funds tracked by Wall St. Rank hold QQQJ as of Q1 2024.

  • Ken Fisher reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q1 2024 after selling out during the quarter.
  • Ken Fisher sold 7,499 Invesco NASDAQ Next Gen 100 ETF shares in Q1 2024, an estimated $202K.
  • Ken Fisher first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2023 and held it in 1 quarter.
  • Ken Fisher's Invesco NASDAQ Next Gen 100 ETF position peaked at $202K in Q4 2023.
  • 153 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q1 2024.

Based on Fisher Asset Management's 13F filing for Q1 2024, filed 9 May 2024.