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

Sims Investment 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
Q3 		– Sell
-1
Closed -$47 – 141
2026
Q2 		$47 Buy
+1
New +$42 ﹤0.01% 183

Other funds holding QQQJ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FA
Fullerton Advisors Danville, California $107M AUM 11.38% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
FB
Finward Bancorp Munster, Indiana $136M AUM 15.85% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sims Investment Management's QQQJ Position: Q3 2026 in Review

Sims Investment Management sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q3 2026, closing a stake of 1 share — an estimated $47 sold.

Sims Investment Management first reported a position in QQQJ in Q2 2026 and held it in 1 quarter. The position peaked at $47 in Q2 2026. 16 funds tracked by Wall St. Rank hold QQQJ as of Q3 2026.

  • Sims Investment Management reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 1 Invesco NASDAQ Next Gen 100 ETF share in Q3 2026, an estimated $47.
  • Sims Investment Management first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's Invesco NASDAQ Next Gen 100 ETF position peaked at $47 in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.