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MassMutual Private Wealth & Trust’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$17.5K Hold
400
– – ﹤0.01% 1122
2026
Q2 		$18.2K Hold
400
– – ﹤0.01% 1147
2026
Q1 		$14.5K Hold
400
– – ﹤0.01% 1226
2025
Q4 		$14.7K Hold
400
– – ﹤0.01% 1237
2025
Q3 		$14.3K Hold
400
– – ﹤0.01% 1251
2025
Q2 		$12.8K Sell
400
-97
-20% -$2.89K ﹤0.01% 1263
2025
Q1 		$14.4K Hold
497
– – ﹤0.01% 1158
2024
Q4 		$15.3K Hold
497
– – ﹤0.01% 1110
2024
Q3 		$15.1K Hold
497
– – ﹤0.01% 993
2024
Q2 		$13.9K Hold
497
– – ﹤0.01% 963
2024
Q1 		$14.4K Hold
497
– – ﹤0.01% 919
2023
Q4 		$13.4K Hold
497
– – ﹤0.01% 915
2023
Q3 		$12.2K Hold
497
– – ﹤0.01% 932
2023
Q2 		$13K Hold
497
– – ﹤0.01% 884
2023
Q1 		$12.7K Hold
497
– – ﹤0.01% 862
2022
Q4 		$12K Hold
497
– – ﹤0.01% 764
2022
Q3 		$11K Hold
497
– – ﹤0.01% 734
2022
Q2 		$12K Hold
497
– – ﹤0.01% 685
2022
Q1 		$14K Hold
497
– – ﹤0.01% 677
2021
Q4 		$17K Hold
497
– – ﹤0.01% 630
2021
Q3 		$16K Hold
497
– – ﹤0.01% 628
2021
Q2 		$17K Hold
497
– – ﹤0.01% 603
2021
Q1 		$16K Buy
497
+161
+48% +$5.27K ﹤0.01% 543
2020
Q4 		$10K Buy
+336
New +$9.5K ﹤0.01% 601

Other funds holding QQQJ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FA
Fullerton Advisors Danville, California $107M AUM 11.38% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's QQQJ Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Invesco NASDAQ Next Gen 100 ETF (QQQJ) position steady in Q3 2026 at 400 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

MassMutual Private Wealth & Trust first reported a position in QQQJ in Q4 2020 and has held it in 24 quarters since. The position peaked at $18.2K in Q2 2026. 14 funds tracked by Wall St. Rank hold QQQJ as of Q3 2026.

  • MassMutual Private Wealth & Trust held 400 shares of Invesco NASDAQ Next Gen 100 ETF worth $17.5K as of Q3 2026.
  • MassMutual Private Wealth & Trust left its Invesco NASDAQ Next Gen 100 ETF share count unchanged in Q3 2026.
  • Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1122 holding.
  • MassMutual Private Wealth & Trust first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2020 and has held it in 24 quarters since.
  • MassMutual Private Wealth & Trust's Invesco NASDAQ Next Gen 100 ETF position peaked at $18.2K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.