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

SHP 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
2026
Q1 		$199K Sell
5,508
-3,052
-36% -$116K 0.02% 273
2025
Q4 		$315K Buy
+8,560
New +$312K 0.02% 195

Other funds holding QQQJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 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 $187M AUM 22% 1-Year Est. Return

SHP Wealth Management's QQQJ Position: Q1 2026 in Review

SHP Wealth Management reduced its Invesco NASDAQ Next Gen 100 ETF (QQQJ) stake by 36% in Q1 2026, selling an estimated $116K and leaving 5,508 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #273.

SHP Wealth Management first reported a position in QQQJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $315K in Q4 2025. 171 funds tracked by Wall St. Rank hold QQQJ as of Q1 2026.

  • SHP Wealth Management held 5,508 shares of Invesco NASDAQ Next Gen 100 ETF worth $199K as of Q1 2026.
  • SHP Wealth Management sold 3,052 Invesco NASDAQ Next Gen 100 ETF shares in Q1 2026, an estimated $116K.
  • Invesco NASDAQ Next Gen 100 ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #273 holding.
  • SHP Wealth Management first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Invesco NASDAQ Next Gen 100 ETF position peaked at $315K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.