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

Axxcess 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 		$260K Buy
+5,070
New +$241K ﹤0.01% 900
2026
Q1 		– Sell
-5,519
Closed -$234K – 852
2025
Q4 		$234K Buy
5,519
+6
+0.1% +$254 ﹤0.01% 936
2025
Q3 		$228K Buy
+5,513
New +$216K ﹤0.01% 847

Other funds holding QQMG

SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
FWM
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 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PP
Pearl Planning Dexter, Michigan $217M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Invesco ESG NASDAQ 100 ETF (QQMG) in Q2 2026: 5,070 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #900 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in QQMG as recently as Q4 2025.

Axxcess Wealth Management first reported a position in QQMG in Q3 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold QQMG as of Q2 2026.

  • Axxcess Wealth Management held 5,070 shares of Invesco ESG NASDAQ 100 ETF worth $260K as of Q2 2026.
  • Invesco ESG NASDAQ 100 ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Invesco ESG NASDAQ 100 ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #900 holding.
  • Axxcess Wealth Management first reported a position in Invesco ESG NASDAQ 100 ETF in Q3 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Invesco ESG NASDAQ 100 ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.