Proactive Wealth Strategies’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Proactive Wealth Strategies’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	$1.2M	Buy	27,288 +120	+0.4%	+$5.39K	0.18%	107
2026 Q2	$1.23M	Sell	27,168 -912	-3%	-$38.3K	0.2%	102
2026 Q1	$1.02M	Buy	28,080 +14,061	+100%	+$533K	0.19%	104
2025 Q4	$517K	Buy	14,019 +25	+0.2%	+$912	0.2%	94
2025 Q3	$501K	Sell	13,994 -155	-1%	-$5.28K	0.22%	91
2025 Q2	$452K	Buy	14,149 +378	+3%	+$11.3K	0.21%	93
2025 Q1	$400K	Buy	13,771 +123	+0.9%	+$3.83K	0.21%	93
2024 Q4	$421K	Buy	13,648 +285	+2%	+$8.85K	0.22%	88
2024 Q3	$406K	Buy	+13,363	New	+$382K	0.23%	85

Other funds holding QQQJ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Erickson Financial Group Allentown, Pennsylvania $187M AUM 12.68% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Proactive Wealth Strategies's QQQJ Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Invesco NASDAQ Next Gen 100 ETF (QQQJ) stake by 0.44% in Q3 2026, buying an estimated $5.39K and bringing the position to 27,288 shares worth $1.2M. The position accounts for 0.18% of the portfolio, ranked #107.

Proactive Wealth Strategies first reported a position in QQQJ in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q2 2026. 118 funds tracked by Wall St. Rank hold QQQJ as of Q3 2026.

Proactive Wealth Strategies held 27,288 shares of Invesco NASDAQ Next Gen 100 ETF worth $1.2M as of Q3 2026.
Proactive Wealth Strategies bought 120 Invesco NASDAQ Next Gen 100 ETF shares in Q3 2026, an estimated $5.39K.
Invesco NASDAQ Next Gen 100 ETF made up 0.18% of Proactive Wealth Strategies's portfolio in Q3 2026, its #107 holding.
Proactive Wealth Strategies first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's Invesco NASDAQ Next Gen 100 ETF position peaked at $1.23M in Q2 2026.
118 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.