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SageView Advisory Group’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-470
Closed -$17.3K – 1980
2025
Q4 		$17.3K Buy
+470
New +$17.1K ﹤0.01% 1512

Other funds holding QQQJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $187M AUM 22% 1-Year Est. Return

SageView Advisory Group's QQQJ Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q1 2026, closing a stake of 470 shares — an estimated $17.3K sold.

SageView Advisory Group first reported a position in QQQJ in Q4 2025 and held it in 1 quarter. The position peaked at $17.3K in Q4 2025. 172 funds tracked by Wall St. Rank hold QQQJ as of Q1 2026.

  • SageView Advisory Group reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 470 Invesco NASDAQ Next Gen 100 ETF shares in Q1 2026, an estimated $17.3K.
  • SageView Advisory Group first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Invesco NASDAQ Next Gen 100 ETF position peaked at $17.3K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.