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Resource Management’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Resource 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
2021
Q3 		– Sell
-10,500
Closed -$361K – 193
2021
Q2 		$361K Buy
10,500
+2,475
+31% +$81K 0.04% 130
2021
Q1 		$256K Buy
8,025
+25
+0.3% +$818 0.03% 151
2020
Q4 		$247K Buy
+8,000
New +$226K 0.03% 150

Other funds holding QQQJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Resource Management's QQQJ Position: Q3 2021 in Review

Resource Management sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q3 2021, closing a stake of 10,500 shares — an estimated $361K sold.

Resource Management first reported a position in QQQJ in Q4 2020 and held it in 3 quarters. The position peaked at $361K in Q2 2021. 177 funds tracked by Wall St. Rank hold QQQJ as of Q3 2021.

  • Resource Management reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q3 2021 after selling out during the quarter.
  • Resource Management sold 10,500 Invesco NASDAQ Next Gen 100 ETF shares in Q3 2021, an estimated $361K.
  • Resource Management first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2020 and held it in 3 quarters.
  • Resource Management's Invesco NASDAQ Next Gen 100 ETF position peaked at $361K in Q2 2021.
  • 177 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q3 2021.

Based on Resource Management's 13F filing for Q3 2021, filed 12 Nov 2021.