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Lane & Associates’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Lane & 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
2024
Q2 		– Sell
-9,729
Closed -$281K – 116
2024
Q1 		$281K Sell
9,729
-949
-9% -$26.1K 0.18% 93
2023
Q4 		$288K Sell
10,678
-2,484
-19% -$61.7K 0.21% 86
2023
Q3 		$324K Sell
13,162
-4,972
-27% -$128K 0.26% 74
2023
Q2 		$474K Sell
18,134
-2,116
-10% -$53.2K 0.38% 53
2023
Q1 		$516K Sell
20,250
-4,699
-19% -$119K 0.46% 46
2022
Q4 		$597K Buy
+24,949
New +$592K 0.57% 40

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 $377B AUM 19.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $160M AUM 16.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Lane & Associates's QQQJ Position: Q2 2024 in Review

Lane & Associates sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q2 2024, closing a stake of 9,729 shares — an estimated $281K sold.

Lane & Associates first reported a position in QQQJ in Q4 2022 and held it in 6 quarters. The position peaked at $597K in Q4 2022. 147 funds tracked by Wall St. Rank hold QQQJ as of Q2 2024.

  • Lane & Associates reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q2 2024 after selling out during the quarter.
  • Lane & Associates sold 9,729 Invesco NASDAQ Next Gen 100 ETF shares in Q2 2024, an estimated $281K.
  • Lane & Associates first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2022 and held it in 6 quarters.
  • Lane & Associates's Invesco NASDAQ Next Gen 100 ETF position peaked at $597K in Q4 2022.
  • 147 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2024.

Based on Lane & Associates's 13F filing for Q2 2024, filed 7 Aug 2024.