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Trust Company of Vermont’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Trust Company of Vermont’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
Q4 		– Sell
-200
Closed -$4K – 953
2022
Q3 		$4K Hold
200
– – ﹤0.01% 859
2022
Q2 		$5K Buy
+200
New +$5.11K ﹤0.01% 789
2022
Q1 		– Sell
-200
Closed -$7K – 641
2021
Q4 		$7K Buy
+200
New +$6.83K ﹤0.01% 702

Other funds holding QQQJ

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Trust Company of Vermont's QQQJ Position: Q4 2022 in Review

Trust Company of Vermont sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q4 2022, closing a stake of 200 shares — an estimated $4K sold.

Trust Company of Vermont first reported a position in QQQJ in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 156 funds tracked by Wall St. Rank hold QQQJ as of Q4 2022.

  • Trust Company of Vermont reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q4 2022 after selling out during the quarter.
  • Trust Company of Vermont sold 200 Invesco NASDAQ Next Gen 100 ETF shares in Q4 2022, an estimated $4K.
  • Trust Company of Vermont first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2021 and held it in 3 quarters.
  • Trust Company of Vermont's Invesco NASDAQ Next Gen 100 ETF position peaked at $7K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q4 2022.

Based on Trust Company of Vermont's 13F filing for Q4 2022, filed 9 Feb 2023.