Pearl Planning
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Pearl Planning’s Invesco ESG NASDAQ 100 ETF QQMG Stock Holding History

Pearl Planning’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
Q3 		$3.82M Buy
73,722
+11,134
+18% +$554K 1.59% 18
2026
Q2 		$3.21M Buy
62,588
+5,646
+10% +$268K 1.47% 17
2026
Q1 		$2.25M Buy
56,942
+4,105
+8% +$171K 1.2% 18
2025
Q4 		$2.24M Buy
+52,837
New +$2.24M 1.37% 17

Other funds holding QQMG

Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Seven Mile Advisory
Seven Mile Advisory Ewing, New Jersey $149M AUM 33.29% 1-Year Est. Return
Hill Island Financial
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
KFA Private Wealth Group
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
SFM LLC
SFM LLC Manchester, New Hampshire $199M AUM 11.66% 1-Year Est. Return

Pearl Planning's QQMG Position: Q3 2026 in Review

Pearl Planning increased its Invesco ESG NASDAQ 100 ETF (QQMG) stake by 18% in Q3 2026, buying an estimated $554K and bringing the position to 73,722 shares worth $3.82M. The position accounts for 1.59% of the portfolio, ranked #18.

Pearl Planning first reported a position in QQMG in Q4 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold QQMG as of Q3 2026.

  • Pearl Planning held 73,722 shares of Invesco ESG NASDAQ 100 ETF worth $3.82M as of Q3 2026.
  • Pearl Planning bought 11,134 Invesco ESG NASDAQ 100 ETF shares in Q3 2026, an estimated $554K.
  • Invesco ESG NASDAQ 100 ETF made up 1.59% of Pearl Planning's portfolio in Q3 2026, its #18 holding.
  • Pearl Planning first reported a position in Invesco ESG NASDAQ 100 ETF in Q4 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Invesco ESG NASDAQ 100 ETF as of Q3 2026.

Based on Pearl Planning's 13F filing for Q3 2026, filed 13 Oct 2026.