SHGA
QQMG icon

Sand Hill Global Advisors’s Invesco ESG NASDAQ 100 ETF QQMG Stock Holding History

Sand Hill Global Advisors’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 		$2.83M Sell
71,636
-204
-0.3% -$8.5K 0.1% 93
2025
Q4 		$3.04M Sell
71,840
-10,892
-13% -$461K 0.11% 90
2025
Q3 		$3.42M Buy
82,732
+282
+0.3% +$11.1K 0.12% 92
2025
Q2 		$3.12M Buy
82,450
+2,441
+3% +$82.7K 0.12% 92
2025
Q1 		$2.54M Buy
+80,009
New +$2.76M 0.1% 89

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 $435M AUM 13.65% 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 $151M AUM 20.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
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