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

Northwest Financial Advisors’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
Q4 		– Sell
-906
Closed -$27.5K – 426
2024
Q3 		$27.5K Buy
+906
New +$25.9K 0.02% 289

Other funds holding QQQJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $160M AUM 16.74% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Northwest Financial Advisors's QQQJ Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q4 2024, closing a stake of 906 shares — an estimated $27.5K sold.

Northwest Financial Advisors first reported a position in QQQJ in Q3 2024 and held it in 1 quarter. The position peaked at $27.5K in Q3 2024. 157 funds tracked by Wall St. Rank hold QQQJ as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 906 Invesco NASDAQ Next Gen 100 ETF shares in Q4 2024, an estimated $27.5K.
  • Northwest Financial Advisors first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's Invesco NASDAQ Next Gen 100 ETF position peaked at $27.5K in Q3 2024.
  • 157 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.