NFG
QQQJ icon

Next Financial Group’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Next Financial Group’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
2021
Q4 		$6K Buy
176
+26
+17% +$888 ﹤0.01% 2376
2021
Q3 		$5K Hold
150
– – ﹤0.01% 2272
2021
Q2 		$5K Hold
150
– – ﹤0.01% 2210
2021
Q1 		$5K Buy
+150
New +$4.91K ﹤0.01% 2117

Other funds holding QQQJ

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Next Financial Group's QQQJ Position: Q4 2021 in Review

Next Financial Group increased its Invesco NASDAQ Next Gen 100 ETF (QQQJ) stake by 17% in Q4 2021, buying an estimated $888 and bringing the position to 176 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

Next Financial Group first reported a position in QQQJ in Q1 2021 and has held it in 4 quarters since. 209 funds tracked by Wall St. Rank hold QQQJ as of Q4 2021.

  • Next Financial Group held 176 shares of Invesco NASDAQ Next Gen 100 ETF worth $6K as of Q4 2021.
  • Next Financial Group bought 26 Invesco NASDAQ Next Gen 100 ETF shares in Q4 2021, an estimated $888.
  • Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2376 holding.
  • Next Financial Group first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q1 2021 and has held it in 4 quarters since.
  • 209 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.