Western Wealth Management’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Western Wealth Management’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	$799K	Buy	17,578 +1,469	+9%	+$61.7K	0.03%	540
2026 Q1	$583K	Buy	+16,109	New	+$611K	0.02%	597
2022 Q4	–	Sell	-12,765	Closed	-$284K	–	761
2022 Q3	$284K	Buy	+12,765	New	+$318K	0.02%	647
2022 Q2	–	Sell	-17,216	Closed	-$500K	–	836
2022 Q1	$500K	Sell	17,216 -4,054	-19%	-$119K	0.02%	531
2021 Q4	$714K	Buy	+21,270	New	+$727K	0.07%	262
2021 Q2	$1.06M	Sell	30,764 -23,560	-43%	-$771K	0.11%	200
2021 Q1	$1.73M	Buy	+54,324	New	+$1.78M	0.23%	96

Other funds holding QQQJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Western Wealth Management's QQQJ Position: Q2 2026 in Review

Western Wealth Management increased its Invesco NASDAQ Next Gen 100 ETF (QQQJ) stake by 9.1% in Q2 2026, buying an estimated $61.7K and bringing the position to 17,578 shares worth $799K. The position accounts for 0.03% of the portfolio, ranked #540.

Western Wealth Management first reported a position in QQQJ in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.73M in Q1 2021. 194 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

Western Wealth Management held 17,578 shares of Invesco NASDAQ Next Gen 100 ETF worth $799K as of Q2 2026.
Western Wealth Management bought 1,469 Invesco NASDAQ Next Gen 100 ETF shares in Q2 2026, an estimated $61.7K.
Invesco NASDAQ Next Gen 100 ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #540 holding.
Western Wealth Management first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q1 2021 and has held it in 7 quarters since.
Western Wealth Management's Invesco NASDAQ Next Gen 100 ETF position peaked at $1.73M in Q1 2021.
194 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.