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Kingsview Wealth Management’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Kingsview Wealth Management’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 		$315K Buy
8,694
+1
+0% +$38 ﹤0.01% 1063
2025
Q4 		$320K Buy
8,693
+737
+9% +$26.9K ﹤0.01% 1000
2025
Q3 		$285K Buy
+7,956
New +$271K ﹤0.01% 985
2024
Q3 		– Sell
-8,566
Closed -$239K – 1144
2024
Q2 		$239K Buy
+8,566
New +$238K 0.01% 923

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 $599M AUM 24.4% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $530B 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

Kingsview Wealth Management's QQQJ Position: Q1 2026 in Review

Kingsview Wealth Management increased its Invesco NASDAQ Next Gen 100 ETF (QQQJ) stake by 0.01% in Q1 2026, buying an estimated $38 and bringing the position to 8,694 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Kingsview Wealth Management first reported a position in QQQJ in Q2 2024 and has held it in 4 quarters since. The position peaked at $320K in Q4 2025. 170 funds tracked by Wall St. Rank hold QQQJ as of Q1 2026.

  • Kingsview Wealth Management held 8,694 shares of Invesco NASDAQ Next Gen 100 ETF worth $315K as of Q1 2026.
  • Kingsview Wealth Management bought 1 Invesco NASDAQ Next Gen 100 ETF share in Q1 2026, an estimated $38.
  • Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1063 holding.
  • Kingsview Wealth Management first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q2 2024 and has held it in 4 quarters since.
  • Kingsview Wealth Management's Invesco NASDAQ Next Gen 100 ETF position peaked at $320K in Q4 2025.
  • 170 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.