QQQJ

Invesco Nasdaq Next Gen 100

Latest period2024 - Q4Total superinvestors19

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 2.66%
0.12%
$4.107M
132,993 shares@ 30.89 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Increased 553.52%
1.1%
$2.756M
89,251 shares@ 30.89 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.01%
0.01%
$1.182M
38,914 shares@ 30.37 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 92.86%
0.02%
$927,337
30,030 shares@ 30.89 avg price
Steven Sergio@Rmr Wealth Builders
Recent Activity
Decreased -2.46%
0.07%
$652,645
21,135 shares@ 30.88 avg price
Chelsea Luzier@Clarius Group, Llc
Recent Activity
0.05%
$636,159
20,601 shares@ 30.89 avg price
Ashleigh Swayze@Granite Bay Wealth Management, Llc
Recent Activity
0.15%
$394,000
12,750 shares@ 30.91 avg price
Jeff Weglarz@Goldstone Financial Group, Llc
Recent Activity
New Position
0.06%
$329,675
10,676 shares@ 30.89 avg price
Eric Brodwin@Congress Park Capital Llc
Recent Activity
0.11%
$291,199
9,430 shares@ 30.89 avg price
Kelley Leland@Gill Capital Partners, Llc
Recent Activity
0.09%
$246,515
7,983 shares@ 30.88 avg price