Invesco Nasdaq Next Gen 100
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 19 superinvestors own shares of Invesco Nasdaq Next Gen 100 (QQQJ), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Nasdaq Next Gen 100 (QQQJ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Invesco Nasdaq Next Gen 100 (QQQJ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Invesco Nasdaq Next Gen 100 (QQQJ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
James Krause@Wealthcare Advisory Partners Llc
| 0.12% | $4.107M 132,993 shares@ 30.89 avg price | Increased 2.66% |
Bonnie Larsen@Purus Wealth Management, Llc
| 1.1% | $2.756M 89,251 shares@ 30.89 avg price | Increased 553.52% |
Eric Duncan@Wealth Enhancement Advisory Services, Llc
| 0.01% | $1.182M 38,914 shares@ 30.37 avg price | Increased 0.01% |
Matt Lovett@Brookstone Capital Management
| 0.02% | $927,337 30,030 shares@ 30.89 avg price | Increased 92.86% |
Samuel R. Winch@Winch Advisory Services, Llc
| 0.01% | $30,104 975 shares@ 30.88 avg price | Increased 0.11% |