Key Financial Inc’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Key Financial Inc’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 Q2	$15.2K	Hold	335	–	–	﹤0.01%	772
2026 Q1	$12.1K	Hold	335	–	–	﹤0.01%	838
2025 Q4	$12.3K	Hold	335	–	–	﹤0.01%	831
2025 Q3	$12.1K	Hold	335	–	–	﹤0.01%	836
2025 Q2	$10.7K	Hold	335	–	–	﹤0.01%	837
2025 Q1	$9.72K	Hold	335	–	–	﹤0.01%	821
2024 Q4	$10.3K	Hold	335	–	–	﹤0.01%	804
2024 Q3	$10.2K	Hold	335	–	–	﹤0.01%	795
2024 Q2	$9.34K	Hold	335	–	–	﹤0.01%	797
2024 Q1	$9.69K	Hold	335	–	–	﹤0.01%	773
2023 Q4	$9.04K	Hold	335	–	–	﹤0.01%	767
2023 Q3	$8.25K	Hold	335	–	–	﹤0.01%	771
2023 Q2	$8.76K	Hold	335	–	–	﹤0.01%	773
2023 Q1	$8.54K	Buy	335 +165	+97%	+$4.19K	﹤0.01%	711
2022 Q4	$3.77K	Hold	170	–	–	﹤0.01%	840
2022 Q3	$4K	Hold	170	–	–	﹤0.01%	846
2022 Q2	$4K	Hold	170	–	–	﹤0.01%	851
2022 Q1	$5K	Buy	+170	New	+$4.99K	﹤0.01%	801

Other funds holding QQQJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EFG

Erickson Financial Group Allentown, Pennsylvania $187M AUM 22% 1-Year Est. Return

Key Financial Inc's QQQJ Position: Q2 2026 in Review

Key Financial Inc held its Invesco NASDAQ Next Gen 100 ETF (QQQJ) position steady in Q2 2026 at 335 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Key Financial Inc first reported a position in QQQJ in Q1 2022 and has held it in 18 quarters since. 194 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

Key Financial Inc held 335 shares of Invesco NASDAQ Next Gen 100 ETF worth $15.2K as of Q2 2026.
Key Financial Inc left its Invesco NASDAQ Next Gen 100 ETF share count unchanged in Q2 2026.
Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #772 holding.
Key Financial Inc first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q1 2022 and has held it in 18 quarters since.
194 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.