SFS
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Sowell Financial Services’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-14,893
Closed -$501K – 426
2021
Q4 		$501K Buy
14,893
+2,336
+19% +$79.8K 0.03% 434
2021
Q3 		$415K Buy
+12,557
New +$428K 0.03% 417
2021
Q2 		– Sell
-11,665
Closed -$367K – 2193
2021
Q1 		$367K Buy
11,665
+5,763
+98% +$189K 0.01% 761
2020
Q4 		$182K Buy
+5,902
New +$167K 0.01% 892

Other funds holding QQQJ

RJFSA
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TC
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LPL Financial
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Morgan Stanley
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MHS
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return