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 Q2	$47	Buy	+1	New	+$42	﹤0.01%	183

Other funds holding QQQJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EFG

Erickson Financial Group Allentown, Pennsylvania $187M AUM 22% 1-Year Est. Return

Sims Investment Management's QQQJ Position: Q2 2026 in Review

Sims Investment Management opened a new position in Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q2 2026: 1 share worth $47. The stake represents ﹤0.01% of the portfolio and ranks #183 among its holdings.

194 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

Sims Investment Management held 1 share of Invesco NASDAQ Next Gen 100 ETF worth $47 as of Q2 2026.
Invesco NASDAQ Next Gen 100 ETF was a new Sims Investment Management position in Q2 2026.
Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of Sims Investment Management's portfolio in Q2 2026, its #183 holding.
194 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.