LPL Financial
QQMG icon

LPL Financial’s Invesco ESG NASDAQ 100 ETF QQMG Stock Holding History

LPL Financial’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 		$3.3M Buy
83,387
+50,922
+157% +$2.12M ﹤0.01% 3020
2025
Q4 		$1.38M Buy
32,465
+10,523
+48% +$445K ﹤0.01% 3750
2025
Q3 		$907K Buy
21,942
+12,849
+141% +$504K ﹤0.01% 4092
2025
Q2 		$344K Buy
+9,093
New +$308K ﹤0.01% 4679

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial's QQMG Position: Q1 2026 in Review

LPL Financial increased its Invesco ESG NASDAQ 100 ETF (QQMG) stake by 157% in Q1 2026, buying an estimated $2.12M and bringing the position to 83,387 shares worth $3.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3020.

LPL Financial first reported a position in QQMG in Q2 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold QQMG as of Q1 2026.

  • LPL Financial held 83,387 shares of Invesco ESG NASDAQ 100 ETF worth $3.3M as of Q1 2026.
  • LPL Financial bought 50,922 Invesco ESG NASDAQ 100 ETF shares in Q1 2026, an estimated $2.12M.
  • Invesco ESG NASDAQ 100 ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3020 holding.
  • LPL Financial first reported a position in Invesco ESG NASDAQ 100 ETF in Q2 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Invesco ESG NASDAQ 100 ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.