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

Prosperity Consulting 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
2025
Q1 		– Sell
-6,625
Closed -$205K – 477
2024
Q4 		$205K Sell
6,625
-2,251
-25% -$69.9K 0.02% 453
2024
Q3 		$270K Sell
8,876
-2,618
-23% -$74.8K 0.02% 397
2024
Q2 		$320K Sell
11,494
-2,119
-16% -$58.9K 0.04% 249
2024
Q1 		$394K Sell
13,613
-4,983
-27% -$137K 0.05% 240
2023
Q4 		$502K Sell
18,596
-5,885
-24% -$146K 0.17% 106
2023
Q3 		$603K Sell
24,481
-2,138
-8% -$55.2K 0.28% 79
2023
Q2 		$696K Sell
26,619
-398
-1% -$10K 0.43% 52
2023
Q1 		$689K Buy
27,017
+6,192
+30% +$157K 0.44% 58
2022
Q4 		$498K Buy
20,825
+1,606
+8% +$38.1K 0.33% 64
2022
Q3 		$426K Buy
19,219
+1,955
+11% +$48.7K 0.35% 63
2022
Q2 		$402K Buy
17,264
+997
+6% +$25.5K 0.35% 58
2022
Q1 		$472K Buy
16,267
+2,388
+17% +$70.1K 0.35% 58
2021
Q4 		$415K Buy
+13,879
New +$474K 0.31% 64

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $160M AUM 16.74% 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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Prosperity Consulting Group's QQQJ Position: Q1 2025 in Review

Prosperity Consulting Group sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q1 2025, closing a stake of 6,625 shares — an estimated $205K sold.

Prosperity Consulting Group first reported a position in QQQJ in Q4 2021 and held it in 13 quarters. The position peaked at $696K in Q2 2023. 148 funds tracked by Wall St. Rank hold QQQJ as of Q1 2025.

  • Prosperity Consulting Group reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q1 2025 after selling out during the quarter.
  • Prosperity Consulting Group sold 6,625 Invesco NASDAQ Next Gen 100 ETF shares in Q1 2025, an estimated $205K.
  • Prosperity Consulting Group first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2021 and held it in 13 quarters.
  • Prosperity Consulting Group's Invesco NASDAQ Next Gen 100 ETF position peaked at $696K in Q2 2023.
  • 148 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q1 2025.

Based on Prosperity Consulting Group's 13F filing for Q1 2025, filed 7 May 2025.