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

Selective Wealth 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
2022
Q4 		– Sell
-352
Closed -$8K – 582
2022
Q3 		$8K Buy
+352
New +$8.76K ﹤0.01% 550

Other funds holding QQQJ

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $160M AUM 16.74% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Selective Wealth Management's QQQJ Position: Q4 2022 in Review

Selective Wealth Management sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q4 2022, closing a stake of 352 shares — an estimated $8K sold.

Selective Wealth Management first reported a position in QQQJ in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 156 funds tracked by Wall St. Rank hold QQQJ as of Q4 2022.

  • Selective Wealth Management reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 352 Invesco NASDAQ Next Gen 100 ETF shares in Q4 2022, an estimated $8K.
  • Selective Wealth Management first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's Invesco NASDAQ Next Gen 100 ETF position peaked at $8K in Q3 2022.
  • 156 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.