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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
Q2 		$4.34M Buy
84,778
+3,837
+5% +$182K 2.34% 12
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 $1.81T AUM 41.13% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SHGA
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 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Fingerlakes Wealth Management increased its Invesco ESG NASDAQ 100 ETF (QQMG) stake by 4.7% in Q2 2026, buying an estimated $182K and bringing the position to 84,778 shares worth $4.34M. The position accounts for 2.34% of the portfolio, ranked #12.

Fingerlakes Wealth Management first reported a position in QQMG in Q4 2023 and has held it in 11 quarters since. 57 funds tracked by Wall St. Rank hold QQMG as of Q2 2026.

  • Fingerlakes Wealth Management held 84,778 shares of Invesco ESG NASDAQ 100 ETF worth $4.34M as of Q2 2026.
  • Fingerlakes Wealth Management bought 3,837 Invesco ESG NASDAQ 100 ETF shares in Q2 2026, an estimated $182K.
  • Invesco ESG NASDAQ 100 ETF made up 2.34% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Fingerlakes Wealth Management first reported a position in Invesco ESG NASDAQ 100 ETF in Q4 2023 and has held it in 11 quarters since.
  • 57 funds tracked by Wall St. Rank held Invesco ESG NASDAQ 100 ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.