Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / NASDAQNXTGEN100
-
Number of holders
-
1
-
Total 13F shares, excl. options
-
2.28K
-
Shares change
-
+2.18K
-
Total reported value, excl. options
-
$61.6K
-
Value change
-
+$59.2K
-
Number of buys
-
1
-
Number of sells
-
-1
-
Price
-
$26.99
Significant Holders of INVESCO EXCH TRADED FD TR II - NASDAQNXTGEN100 (QQQJ) as of Q4 2023
2 filings reported holding QQQJ - INVESCO EXCH TRADED FD TR II - NASDAQNXTGEN100 as of Q4 2023.
INVESCO EXCH TRADED FD TR II - NASDAQNXTGEN100 (QQQJ) has 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.28K shares
.
Largest 10 shareholders include Raymond James Financial Services Advisors, Inc. (1.43M shares), LPL Financial LLC (406K shares), Erickson Financial Group, LLC (259K shares), MORGAN STANLEY (243K shares), OSAIC HOLDINGS, INC. (195K shares), ROYAL BANK OF CANADA (183K shares), BANK OF AMERICA CORP /DE/ (145K shares), Gerber Kawasaki Wealth & Investment Management (135K shares), Wealthcare Advisory Partners LLC (126K shares), and AMERIPRISE FINANCIAL INC (124K shares).
This table shows the top 1 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.