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Mango Five Family’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Mango Five Family’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 		$108K Hold
3,750
– – 0.04% 46
2023
Q4 		$101K Buy
+3,750
New +$93.1K 0.04% 62

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
EFG
Erickson Financial Group Allentown, Pennsylvania $160M AUM 16.74% 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 $3.14B AUM 22.62% 1-Year Est. Return

Mango Five Family's QQQJ Position: Q1 2024 in Review

Mango Five Family held its Invesco NASDAQ Next Gen 100 ETF (QQQJ) position steady in Q1 2024 at 3,750 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #46.

Mango Five Family first reported a position in QQQJ in Q4 2023 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold QQQJ as of Q1 2024.

  • Mango Five Family held 3,750 shares of Invesco NASDAQ Next Gen 100 ETF worth $108K as of Q1 2024.
  • Mango Five Family left its Invesco NASDAQ Next Gen 100 ETF share count unchanged in Q1 2024.
  • Invesco NASDAQ Next Gen 100 ETF made up 0.04% of Mango Five Family's portfolio in Q1 2024, its #46 holding.
  • Mango Five Family first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2023 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q1 2024.

Based on Mango Five Family's 13F filing for Q1 2024, filed 16 May 2024.