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

Fingerlakes 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
Q1 		$3.2M Buy
80,941
+7,742
+11% +$322K 2.12% 13
2025
Q4 		$3.1M Buy
73,199
+3,991
+6% +$169K 1.97% 14
2025
Q3 		$2.86M Buy
69,208
+1,053
+2% +$41.3K 1.87% 14
2025
Q2 		$2.58M Buy
68,155
+1,393
+2% +$47.2K 1.92% 14
2025
Q1 		$2.12M Buy
66,762
+11,942
+22% +$411K 1.8% 17
2024
Q4 		$1.91M Buy
54,820
+15,095
+38% +$522K 1.54% 23
2024
Q3 		$1.33M Buy
39,725
+15,983
+67% +$521K 1.1% 31
2024
Q2 		$786K Buy
23,742
+12,708
+115% +$392K 0.71% 39
2024
Q1 		$336K Buy
11,034
+271
+3% +$7.97K 0.32% 65
2023
Q4 		$300K Buy
+10,763
New +$278K 0.32% 68

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 $435M AUM 13.65% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Fingerlakes Wealth Management's QQMG Position: Q1 2026 in Review

Fingerlakes Wealth Management increased its Invesco ESG NASDAQ 100 ETF (QQMG) stake by 11% in Q1 2026, buying an estimated $322K and bringing the position to 80,941 shares worth $3.2M. The position accounts for 2.12% of the portfolio, ranked #13.

Fingerlakes Wealth Management first reported a position in QQMG in Q4 2023 and has held it in 10 quarters since. 50 funds tracked by Wall St. Rank hold QQMG as of Q1 2026.

  • Fingerlakes Wealth Management held 80,941 shares of Invesco ESG NASDAQ 100 ETF worth $3.2M as of Q1 2026.
  • Fingerlakes Wealth Management bought 7,742 Invesco ESG NASDAQ 100 ETF shares in Q1 2026, an estimated $322K.
  • Invesco ESG NASDAQ 100 ETF made up 2.12% of Fingerlakes Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Fingerlakes Wealth Management first reported a position in Invesco ESG NASDAQ 100 ETF in Q4 2023 and has held it in 10 quarters since.
  • 50 funds tracked by Wall St. Rank held Invesco ESG NASDAQ 100 ETF as of Q1 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.