FWM
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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
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 $1.81T 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
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
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

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

Focused Wealth Management opened a new position in Invesco ESG NASDAQ 100 ETF (QQMG) in Q2 2026: 4,269 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #224 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in QQMG as recently as Q4 2023.

Focused Wealth Management first reported a position in QQMG in Q3 2022 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold QQMG as of Q2 2026.

  • Focused Wealth Management held 4,269 shares of Invesco ESG NASDAQ 100 ETF worth $219K as of Q2 2026.
  • Invesco ESG NASDAQ 100 ETF was a new Focused Wealth Management position in Q2 2026.
  • Invesco ESG NASDAQ 100 ETF made up 0.02% of Focused Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Focused Wealth Management first reported a position in Invesco ESG NASDAQ 100 ETF in Q3 2022 and has held it in 7 quarters since.
  • 57 funds tracked by Wall St. Rank held Invesco ESG NASDAQ 100 ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.