JP Wealth Management Closes the Door on QQEW. Should Retail Investors Follow Suit?
Yahoo Finance·2026-01-16 23:13

Key Points Exited 126,339 shares of QQEW; estimated trade value ~17.83millionbasedonquarterlyaveragepricingQuarterendstakevaluedroppedby17.83 million based on quarterly average pricing Quarter-end stake value dropped by 17.83 million, reflecting both trading activity and share price movement Post-trade holding: 0 shares, $0 value The QQEW stake previously accounted for 12.0% of the fund’s AUM as of the prior quarter These 10 stocks could mint the next wave of millionaires › On January 15, 2026, JP Wealth Management, Inc. disclosed in a Securities and Exchange C ...

JP Wealth Management Closes the Door on QQEW. Should Retail Investors Follow Suit? - Reportify