GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Invesco ESG NASDAQ 100 ETF QQMG Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$440K Sell
8,586
-346
-4% -$16.4K 0.01% 250
2026
Q1 		$353K Buy
8,932
+1,546
+21% +$64.4K 0.01% 260
2025
Q4 		$313K Buy
+7,386
New +$313K 0.01% 280

Other funds holding QQMG

SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 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
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 $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's QQMG Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Invesco ESG NASDAQ 100 ETF (QQMG) stake by 3.9% in Q2 2026, selling an estimated $16.4K and leaving 8,586 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #250.

Gerber Kawasaki Wealth & Investment Management first reported a position in QQMG in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold QQMG as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 8,586 shares of Invesco ESG NASDAQ 100 ETF worth $440K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 346 Invesco ESG NASDAQ 100 ETF shares in Q2 2026, an estimated $16.4K.
  • Invesco ESG NASDAQ 100 ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #250 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco ESG NASDAQ 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Invesco ESG NASDAQ 100 ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.