Focused Wealth Management
QQMG icon

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

Focused 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
Q3 		$262K Buy
5,058
+789
+18% +$39.3K 0.02% 179
2026
Q2 		$219K Buy
+4,269
New +$203K 0.02% 224
2024
Q1 		– Sell
-2,120
Closed -$59.1K – 774
2023
Q4 		$59.1K Buy
2,120
+75
+4% +$1.94K 0.01% 285
2023
Q3 		$49.8K Hold
2,045
– – 0.01% 294
2023
Q2 		$51.2K Buy
2,045
+874
+75% +$19.9K 0.01% 300
2023
Q1 		$25.5K Buy
1,171
+226
+24% +$4.52K 0.01% 403
2022
Q4 		$17.1K Buy
945
+724
+328% +$13.5K ﹤0.01% 448
2022
Q3 		$4K Buy
+221
New +$4.44K ﹤0.01% 668

Other funds holding QQMG

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fingerlakes Wealth Management
Fingerlakes Wealth Management Ithaca, New York $187M AUM 21.57% 1-Year Est. Return
Pearl Planning
Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Focused Wealth Management's QQMG Position: Q3 2026 in Review

Focused Wealth Management increased its Invesco ESG NASDAQ 100 ETF (QQMG) stake by 18% in Q3 2026, buying an estimated $39.3K and bringing the position to 5,058 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #179.

Focused Wealth Management first reported a position in QQMG in Q3 2022 and has held it in 8 quarters since. 43 funds tracked by Wall St. Rank hold QQMG as of Q3 2026.

  • Focused Wealth Management held 5,058 shares of Invesco ESG NASDAQ 100 ETF worth $262K as of Q3 2026.
  • Focused Wealth Management bought 789 Invesco ESG NASDAQ 100 ETF shares in Q3 2026, an estimated $39.3K.
  • Invesco ESG NASDAQ 100 ETF made up 0.02% of Focused Wealth Management's portfolio in Q3 2026, its #179 holding.
  • Focused Wealth Management first reported a position in Invesco ESG NASDAQ 100 ETF in Q3 2022 and has held it in 8 quarters since.
  • 43 funds tracked by Wall St. Rank held Invesco ESG NASDAQ 100 ETF as of Q3 2026.

Based on Focused Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.