AE Wealth Management
QQMG icon

AE Wealth Management’s Invesco ESG NASDAQ 100 ETF QQMG Stock Holding History

AE Wealth Management’s Portfolio QQMG Stock Details QQMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$206K Buy
4,020
+448
+13% +$21.3K ﹤0.01% 1706
2026
Q1 		$141K Buy
3,572
+582
+19% +$24.2K ﹤0.01% 1695
2025
Q4 		$127K Buy
2,990
+707
+31% +$29.9K ﹤0.01% 1630
2025
Q3 		$94.4K Buy
2,283
+1,500
+192% +$58.9K ﹤0.01% 1586
2025
Q2 		$29.6K Sell
783
-86
-10% -$2.91K ﹤0.01% 1693
2025
Q1 		$27.6K Buy
869
+22
+3% +$758 ﹤0.01% 1672
2024
Q4 		$29.5K Buy
+847
New +$29.3K ﹤0.01% 1646

Other funds holding QQMG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fingerlakes Wealth Management
Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Sand Hill Global Advisors
Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Pearl Planning
Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

AE Wealth Management's QQMG Position: Q2 2026 in Review

AE Wealth Management increased its Invesco ESG NASDAQ 100 ETF (QQMG) stake by 13% in Q2 2026, buying an estimated $21.3K and bringing the position to 4,020 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

AE Wealth Management first reported a position in QQMG in Q4 2024 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold QQMG as of Q2 2026.

  • AE Wealth Management held 4,020 shares of Invesco ESG NASDAQ 100 ETF worth $206K as of Q2 2026.
  • AE Wealth Management bought 448 Invesco ESG NASDAQ 100 ETF shares in Q2 2026, an estimated $21.3K.
  • Invesco ESG NASDAQ 100 ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1706 holding.
  • AE Wealth Management first reported a position in Invesco ESG NASDAQ 100 ETF in Q4 2024 and has held it in 7 quarters since.
  • 57 funds tracked by Wall St. Rank held Invesco ESG NASDAQ 100 ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.