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Pitti Group Wealth Management’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Pitti Group Wealth Management’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
2023
Q2 		– Sell
-9,066
Closed -$231K – 67
2023
Q1 		$231K Buy
9,066
+194
+2% +$4.92K 0.26% 65
2022
Q4 		$212K Buy
+8,872
New +$211K 0.25% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $350M AUM 39.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pitti Group Wealth Management's QQQJ Position: Q2 2023 in Review

Pitti Group Wealth Management sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q2 2023, closing a stake of 9,066 shares — an estimated $231K sold.

Pitti Group Wealth Management first reported a position in QQQJ in Q4 2022 and held it in 2 quarters. The position peaked at $231K in Q1 2023. 150 funds tracked by Wall St. Rank hold QQQJ as of Q2 2023.

  • Pitti Group Wealth Management reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q2 2023 after selling out during the quarter.
  • Pitti Group Wealth Management sold 9,066 Invesco NASDAQ Next Gen 100 ETF shares in Q2 2023, an estimated $231K.
  • Pitti Group Wealth Management first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2022 and held it in 2 quarters.
  • Pitti Group Wealth Management's Invesco NASDAQ Next Gen 100 ETF position peaked at $231K in Q1 2023.
  • 150 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2023.

Based on Pitti Group Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.