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Guardian Wealth Advisors (North Carolina)’s Invesco ESG NASDAQ 100 ETF QQMG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$12.3K Buy
+311
New +$13K ﹤0.01% 529
2025
Q3 		– Sell
-311
Closed -$11.8K – 495
2025
Q2 		$11.8K Hold
311
– – ﹤0.01% 475
2025
Q1 		$9.88K Buy
311
+35
+13% +$1.21K ﹤0.01% 463
2024
Q4 		$9.62K Hold
276
– – ﹤0.01% 446
2024
Q3 		$9.23K Buy
+276
New +$9K ﹤0.01% 391

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 $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
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

Guardian Wealth Advisors (North Carolina)'s QQMG Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Invesco ESG NASDAQ 100 ETF (QQMG) in Q1 2026: 311 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #529 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in QQMG as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in QQMG in Q3 2024 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold QQMG as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 311 shares of Invesco ESG NASDAQ 100 ETF worth $12.3K as of Q1 2026.
  • Invesco ESG NASDAQ 100 ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Invesco ESG NASDAQ 100 ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #529 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco ESG NASDAQ 100 ETF in Q3 2024 and has held it in 5 quarters since.
  • 50 funds tracked by Wall St. Rank held Invesco ESG NASDAQ 100 ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.