Creative Planning

Position in QQQJ — Invesco NASDAQ Next Gen 100 ETF

CIK 1540235 OVERLAND PARK, KS

Back to QQQJ Full portfolio

All Filings in QQQJ

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 QQQJ	$505,382	13,957	+0.2%	Shares	Sole	2026-05-12
2025-12-31 QQQJ	$513,320	13,930	+1.6%	Shares	Sole	2026-02-17
2025-09-30 QQQJ	$490,609	13,708	+1.6%	Shares	Sole	2025-11-14
2025-06-30 QQQJ	$431,666	13,498	+0.8%	Shares	Sole	2025-08-08
2025-03-31 QQQJ	$388,646	13,397	+0.1%	Shares	Sole	2025-05-15
2024-12-31 QQQJ	$413,421	13,388	-10.8%	Shares	Sole	2025-02-14
2024-09-30 QQQJ	$455,580	15,001	+1.1%	Shares	Sole	2024-10-11
2024-06-30 QQQJ	$413,423	14,834	+0.3%	Shares	Sole	2024-08-15
2024-03-31 QQQJ	$427,607	14,791	+69.8%	Shares	Sole	2024-05-13
2022-03-31 QQQJ	$252,938	8,710	-21.8%	Shares	Sole	2022-05-16
2021-12-31 QQQJ	$373,835	11,136	-0.1%	Shares	Sole	2022-02-11
2021-09-30 QQQJ	$368,507	11,150	-2.2%	Shares	Sole	2021-11-10
2021-06-30 QQQJ	$392,274	11,400	-10.8%	Shares	Sole	2021-08-04
2021-03-31 QQQJ	$406,947	12,781	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.