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 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 $445B AUM 25.58% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

RFS

Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return

EFG

Erickson Financial Group Allentown, Pennsylvania $187M AUM 22% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Proactive Wealth Strategies's QQQJ Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its Invesco NASDAQ Next Gen 100 ETF (QQQJ) stake by 3.2% in Q2 2026, selling an estimated $38.3K and leaving 27,168 shares worth $1.23M. The position accounts for 0.2% of the portfolio, ranked #102.

Proactive Wealth Strategies first reported a position in QQQJ in Q3 2024 and has held it in 8 quarters since. 118 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

Proactive Wealth Strategies held 27,168 shares of Invesco NASDAQ Next Gen 100 ETF worth $1.23M as of Q2 2026.
Proactive Wealth Strategies sold 912 Invesco NASDAQ Next Gen 100 ETF shares in Q2 2026, an estimated $38.3K.
Invesco NASDAQ Next Gen 100 ETF made up 0.2% of Proactive Wealth Strategies's portfolio in Q2 2026, its #102 holding.
Proactive Wealth Strategies first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q3 2024 and has held it in 8 quarters since.
118 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.