Carson Wealth (CWM LLC)
QQMG icon

Carson Wealth (CWM LLC)’s Invesco ESG NASDAQ 100 ETF QQMG Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$46.2K Hold
1,169
– – ﹤0.01% 3877
2025
Q4 		$50K Hold
1,169
– – ﹤0.01% 3606
2025
Q3 		$48K Buy
+1,169
New +$45.9K ﹤0.01% 3563
2023
Q4 		– Sell
-6
Closed – – 4451
2023
Q3 		$0 Buy
+6
New +$151 ﹤0.01% 4477

Other funds holding QQMG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC)'s QQMG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Invesco ESG NASDAQ 100 ETF (QQMG) position steady in Q1 2026 at 1,169 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3877.

Carson Wealth (CWM LLC) first reported a position in QQMG in Q3 2023 and has held it in 4 quarters since. The position peaked at $50K in Q4 2025. 50 funds tracked by Wall St. Rank hold QQMG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,169 shares of Invesco ESG NASDAQ 100 ETF worth $46.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco ESG NASDAQ 100 ETF share count unchanged in Q1 2026.
  • Invesco ESG NASDAQ 100 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3877 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco ESG NASDAQ 100 ETF in Q3 2023 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco ESG NASDAQ 100 ETF position peaked at $50K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Invesco ESG NASDAQ 100 ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.