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Golden State Equity Partners’s Invesco ESG NASDAQ 100 ETF QQMG Stock Holding History

Golden State Equity Partners’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 		$453K Buy
11,442
+5,721
+100% +$238K 0.03% 477
2025
Q4 		$242K Buy
+5,721
New +$242K 0.04% 437

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 $481M AUM 18.41% 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
FWM
Fingerlakes Wealth Management Ithaca, New York $151M AUM 20.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Golden State Equity Partners's QQMG Position: Q1 2026 in Review

Golden State Equity Partners increased its Invesco ESG NASDAQ 100 ETF (QQMG) stake by 100% in Q1 2026, buying an estimated $238K and bringing the position to 11,442 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #477.

Golden State Equity Partners first reported a position in QQMG in Q4 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold QQMG as of Q1 2026.

  • Golden State Equity Partners held 11,442 shares of Invesco ESG NASDAQ 100 ETF worth $453K as of Q1 2026.
  • Golden State Equity Partners bought 5,721 Invesco ESG NASDAQ 100 ETF shares in Q1 2026, an estimated $238K.
  • Invesco ESG NASDAQ 100 ETF made up 0.03% of Golden State Equity Partners's portfolio in Q1 2026, its #477 holding.
  • Golden State Equity Partners first reported a position in Invesco ESG NASDAQ 100 ETF in Q4 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Invesco ESG NASDAQ 100 ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.