Keystone Financial Group (Kentucky)’s VictoryShares Nasdaq Next 50 ETF QQQN Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio QQQN Stock Details QQQN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,968	Closed	-$266K	–	359
2024 Q1	$266K	Sell	8,968 -517	-5%	-$14.4K	0.04%	275
2023 Q4	$258K	Sell	9,485 -2,040	-18%	-$50.8K	0.04%	238
2023 Q3	$282K	Sell	11,525 -1,650	-13%	-$42.3K	0.05%	224
2023 Q2	$345K	Buy	+13,175	New	+$331K	0.06%	197
2022 Q4	$325K	Sell	13,510 -3,950	-23%	-$95.2K	0.06%	195
2022 Q3	$391K	Sell	17,460 -13,188	-43%	-$329K	0.08%	171
2022 Q2	$710K	Sell	30,648 -1,390	-4%	-$35.8K	0.14%	122
2022 Q1	$927K	Buy	32,038 +4,005	+14%	+$118K	0.16%	109
2021 Q4	$960K	Sell	28,033 -104	-0.4%	-$3.57K	0.16%	110
2021 Q3	$917K	Buy	28,137 +2,585	+10%	+$86.9K	0.17%	112
2021 Q2	$878K	Buy	25,552 +8,982	+54%	+$291K	0.16%	117
2021 Q1	$523K	Buy	+16,570	New	+$551K	0.1%	150

Other funds holding QQQN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s QQQN Position: Q2 2024 in Review

Keystone Financial Group (Kentucky) sold out of VictoryShares Nasdaq Next 50 ETF (QQQN) in Q2 2024, closing a stake of 8,968 shares — an estimated $266K sold.

Keystone Financial Group (Kentucky) first reported a position in QQQN in Q1 2021 and held it in 12 quarters. The position peaked at $960K in Q4 2021. 17 funds tracked by Wall St. Rank hold QQQN as of Q2 2024.

Keystone Financial Group (Kentucky) reported no remaining VictoryShares Nasdaq Next 50 ETF position as of Q2 2024 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 8,968 VictoryShares Nasdaq Next 50 ETF shares in Q2 2024, an estimated $266K.
Keystone Financial Group (Kentucky) first reported a position in VictoryShares Nasdaq Next 50 ETF in Q1 2021 and held it in 12 quarters.
Keystone Financial Group (Kentucky)'s VictoryShares Nasdaq Next 50 ETF position peaked at $960K in Q4 2021.
17 funds tracked by Wall St. Rank held VictoryShares Nasdaq Next 50 ETF as of Q2 2024.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2024, filed 31 Jul 2024.