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

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SL
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WAP
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PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return