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

Winch 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 		$38.8K Hold
853
– – 0.01% 214
2026
Q1 		$30.9K Sell
853
-131
-13% -$4.96K 0.01% 216
2025
Q4 		$36.3K Buy
984
+2
+0.2% +$73 0.01% 195
2025
Q3 		$35.2K Buy
982
+3
+0.3% +$102 0.01% 192
2025
Q2 		$31.3K Buy
979
+3
+0.3% +$89 0.01% 196
2025
Q1 		$28.3K Buy
976
+1
+0.1% +$31 0.01% 194
2024
Q4 		$30.1K Buy
975
+1
+0.1% +$31 0.01% 195
2024
Q3 		$29.6K Buy
974
+2
+0.2% +$57 0.01% 193
2024
Q2 		$27.1K Buy
972
+3
+0.3% +$83 0.01% 192
2024
Q1 		$28K Buy
969
+2
+0.2% +$55 0.01% 188
2023
Q4 		$26.1K Buy
967
+2
+0.2% +$50 0.01% 189
2023
Q3 		$24K Buy
965
+1
+0.1% +$26 0.01% 186
2023
Q2 		$25K Buy
964
+2
+0.2% +$50 0.01% 177
2023
Q1 		$25K Buy
962
+2
+0.2% +$51 0.01% 178
2022
Q4 		$23K Buy
960
+3
+0.3% +$71 0.01% 179
2022
Q3 		$21K Sell
957
-175
-15% -$4.36K 0.01% 169
2022
Q2 		$26K Buy
1,132
+2
+0.2% +$51 0.01% 156
2022
Q1 		$33K Hold
1,130
– – 0.01% 161
2021
Q4 		$38K Buy
1,130
+8
+0.7% +$273 0.01% 149
2021
Q3 		$37K Hold
1,122
– – 0.01% 152
2021
Q2 		$39K Buy
1,122
+1
+0.1% +$33 0.01% 142
2021
Q1 		$36K Buy
1,121
+721
+180% +$23.6K 0.01% 137
2020
Q4 		$12K Buy
+400
New +$11.3K 0.01% 212

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

Winch Advisory Services's QQQJ Position: Q2 2026 in Review

Winch Advisory Services held its Invesco NASDAQ Next Gen 100 ETF (QQQJ) position steady in Q2 2026 at 853 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #214.

Winch Advisory Services first reported a position in QQQJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $39K in Q2 2021. 194 funds tracked by Wall St. Rank hold QQQJ as of Q2 2026.

  • Winch Advisory Services held 853 shares of Invesco NASDAQ Next Gen 100 ETF worth $38.8K as of Q2 2026.
  • Winch Advisory Services left its Invesco NASDAQ Next Gen 100 ETF share count unchanged in Q2 2026.
  • Invesco NASDAQ Next Gen 100 ETF made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #214 holding.
  • Winch Advisory Services first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2020 and has held it in 23 quarters since.
  • Winch Advisory Services's Invesco NASDAQ Next Gen 100 ETF position peaked at $39K in Q2 2021.
  • 194 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.