RPCONE
QQQJ icon

Retirement Planning Company of New England’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Retirement Planning Company of New England’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 		$317K Sell
6,982
-45
-0.6% -$1.89K 0.11% 191
2026
Q1 		$254K Sell
7,027
-450
-6% -$17.1K 0.1% 210
2025
Q4 		$276K Sell
7,477
-1,121
-13% -$40.9K 0.11% 198
2025
Q3 		$308K Sell
8,598
-74
-0.9% -$2.52K 0.12% 185
2025
Q2 		$277K Sell
8,672
-100
-1% -$2.98K 0.12% 181
2025
Q1 		$254K Sell
8,772
-400
-4% -$12.5K 0.13% 192
2024
Q4 		$283K Sell
9,172
-50
-0.5% -$1.55K 0.14% 182
2024
Q3 		$280K Sell
9,222
-1,250
-12% -$35.7K 0.14% 179
2024
Q2 		$292K Sell
10,472
-270
-3% -$7.5K 0.16% 160
2024
Q1 		$311K Sell
10,742
-1,250
-10% -$34.4K 0.17% 161
2023
Q4 		$324K Sell
11,992
-272
-2% -$6.75K 0.15% 163
2023
Q3 		$302K Sell
12,264
-2,060
-14% -$53.2K 0.17% 135
2023
Q2 		$374K Sell
14,324
-643
-4% -$16.2K 0.22% 128
2023
Q1 		$382K Sell
14,967
-1,386
-8% -$35.2K 0.23% 128
2022
Q4 		$391K Sell
16,353
-2,279
-12% -$54.1K 0.26% 119
2022
Q3 		$412K Sell
18,632
-1,775
-9% -$44.2K 0.3% 109
2022
Q2 		$475K Sell
20,407
-399
-2% -$10.2K 0.32% 104
2022
Q1 		$604K Buy
20,806
+373
+2% +$11K 0.34% 95
2021
Q4 		$685K Buy
+20,433
New +$698K 0.33% 83

Other funds holding QQQJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
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
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
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

Retirement Planning Company of New England's QQQJ Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Invesco NASDAQ Next Gen 100 ETF (QQQJ) stake by 0.64% in Q2 2026, selling an estimated $1.89K and leaving 6,982 shares worth $317K. The position accounts for 0.11% of the portfolio, ranked #191.

Retirement Planning Company of New England first reported a position in QQQJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $685K in Q4 2021. 144 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

  • Retirement Planning Company of New England held 6,982 shares of Invesco NASDAQ Next Gen 100 ETF worth $317K as of Q2 2026.
  • Retirement Planning Company of New England sold 45 Invesco NASDAQ Next Gen 100 ETF shares in Q2 2026, an estimated $1.89K.
  • Invesco NASDAQ Next Gen 100 ETF made up 0.11% of Retirement Planning Company of New England's portfolio in Q2 2026, its #191 holding.
  • Retirement Planning Company of New England first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Invesco NASDAQ Next Gen 100 ETF position peaked at $685K in Q4 2021.
  • 144 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.