Wealth Enhancement Advisory Services
QQQJ icon

Wealth Enhancement Advisory Services’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Wealth Enhancement Advisory 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
2026
Q2 		$758K Sell
16,819
-1,411
-8% -$59.3K ﹤0.01% 2304
2026
Q1 		$676K Sell
18,230
-1,679
-8% -$63.6K ﹤0.01% 2094
2025
Q4 		$771K Sell
19,909
-1,653
-8% -$60.3K ﹤0.01% 2135
2025
Q3 		$778K Sell
21,562
-1,453
-6% -$49.5K ﹤0.01% 2027
2025
Q2 		$748K Sell
23,015
-2,884
-11% -$86K ﹤0.01% 1924
2025
Q1 		$751K Sell
25,899
-7,302
-22% -$228K ﹤0.01% 1776
2024
Q4 		$1.03M Sell
33,201
-5,712
-15% -$177K ﹤0.01% 1528
2024
Q3 		$1.18M Sell
38,913
-11,663
-23% -$333K ﹤0.01% 1307
2024
Q2 		$1.41M Sell
50,576
-5,643
-10% -$157K ﹤0.01% 1136
2024
Q1 		$1.63M Sell
56,219
-7,346
-12% -$202K ﹤0.01% 1032
2023
Q4 		$1.72M Sell
63,565
-11,152
-15% -$277K 0.01% 952
2023
Q3 		$1.84M Buy
+74,717
New +$1.93M 0.01% 889

Other funds holding QQQJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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

Wealth Enhancement Advisory Services's QQQJ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco NASDAQ Next Gen 100 ETF (QQQJ) stake by 7.7% in Q2 2026, selling an estimated $59.3K and leaving 16,819 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #2304.

Wealth Enhancement Advisory Services first reported a position in QQQJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.84M in Q3 2023. 194 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,819 shares of Invesco NASDAQ Next Gen 100 ETF worth $758K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,411 Invesco NASDAQ Next Gen 100 ETF shares in Q2 2026, an estimated $59.3K.
  • Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2304 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Invesco NASDAQ Next Gen 100 ETF position peaked at $1.84M in Q3 2023.
  • 194 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.