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Onyx Bridge Wealth Group’s Invesco ESG NASDAQ 100 ETF QQMG Stock Holding History

Onyx Bridge Wealth Group’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 		$875K Sell
17,082
-9,933
-37% -$472K 0.08% 169
2026
Q1 		$1.07M Sell
27,015
-404
-1% -$16.8K 0.11% 141
2025
Q4 		$1.16M Buy
27,419
+313
+1% +$13.2K 0.12% 131
2025
Q3 		$1.12M Buy
+27,106
New +$1.06M 0.12% 131

Other funds holding QQMG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
SHGA
Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 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

Onyx Bridge Wealth Group's QQMG Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Invesco ESG NASDAQ 100 ETF (QQMG) stake by 37% in Q2 2026, selling an estimated $472K and leaving 17,082 shares worth $875K. The position accounts for 0.08% of the portfolio, ranked #169.

Onyx Bridge Wealth Group first reported a position in QQMG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.16M in Q4 2025. 57 funds tracked by Wall St. Rank hold QQMG as of Q2 2026.

  • Onyx Bridge Wealth Group held 17,082 shares of Invesco ESG NASDAQ 100 ETF worth $875K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 9,933 Invesco ESG NASDAQ 100 ETF shares in Q2 2026, an estimated $472K.
  • Invesco ESG NASDAQ 100 ETF made up 0.08% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #169 holding.
  • Onyx Bridge Wealth Group first reported a position in Invesco ESG NASDAQ 100 ETF in Q3 2025 and has held it in 4 quarters since.
  • Onyx Bridge Wealth Group's Invesco ESG NASDAQ 100 ETF position peaked at $1.16M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Invesco ESG NASDAQ 100 ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.