Steward Partners Investment Advisory’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Buy |
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|
2025
Q1 | $382K | Buy |
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|
2024
Q4 | $400K | Sell |
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|
2024
Q3 | $398K | Buy |
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|
2024
Q2 | $363K | Buy |
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|
2024
Q1 | $370K | Buy |
|
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|
2023
Q4 | $331K | Buy |
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|
2023
Q3 | $286K | Buy |
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|
2023
Q2 | $303K | Hold |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $279K | Sell |
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|
2022
Q3 | $258K | Buy |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $338K | Sell |
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|
2021
Q3 | $353K | Buy |
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|
2021
Q2 | $342K | Sell |
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|
2021
Q1 | $630K | Buy |
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|
2020
Q4 | $183K | Buy |
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