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 Q2	–	Sell	-11,442	Closed	-$453K	–	1407
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Pearl Planning Dexter, Michigan $217M AUM

Golden State Equity Partners's QQMG Position: Q2 2026 in Review

Golden State Equity Partners sold out of Invesco ESG NASDAQ 100 ETF (QQMG) in Q2 2026, closing a stake of 11,442 shares — an estimated $453K sold.

Golden State Equity Partners first reported a position in QQMG in Q4 2025 and held it in 2 quarters. The position peaked at $453K in Q1 2026. 57 funds tracked by Wall St. Rank hold QQMG as of Q2 2026.

Golden State Equity Partners reported no remaining Invesco ESG NASDAQ 100 ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 11,442 Invesco ESG NASDAQ 100 ETF shares in Q2 2026, an estimated $453K.
Golden State Equity Partners first reported a position in Invesco ESG NASDAQ 100 ETF in Q4 2025 and held it in 2 quarters.
Golden State Equity Partners's Invesco ESG NASDAQ 100 ETF position peaked at $453K in Q1 2026.
57 funds tracked by Wall St. Rank held Invesco ESG NASDAQ 100 ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.