MPWT
QQQJ icon

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
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

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return