Wealth Enhancement Advisory Services
QOWZ icon

Wealth Enhancement Advisory Services’s Invesco NASDAQ Free Cash Flow Achievers ETF QOWZ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio QOWZ Stock Details QOWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.48M Buy
71,573
+1,477
+2% +$49.5K ﹤0.01% 1432
2026
Q1 		$2.23M Sell
70,096
-44,556
-39% -$1.51M ﹤0.01% 1334
2025
Q4 		$4.16M Buy
114,652
+5,032
+5% +$181K 0.01% 1111
2025
Q3 		$4.01M Sell
109,620
-460
-0.4% -$16.6K 0.01% 1063
2025
Q2 		$3.93M Sell
110,080
-3,615
-3% -$118K 0.01% 1010
2025
Q1 		$3.56M Buy
113,695
+11,963
+12% +$400K 0.01% 968
2024
Q4 		$3.41M Buy
101,732
+1,168
+1% +$39.3K 0.01% 939
2024
Q3 		$3.24M Buy
100,564
+20,237
+25% +$624K 0.01% 866
2024
Q2 		$2.44M Buy
+80,327
New +$2.3M 0.01% 910

Other funds holding QOWZ

OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Wealth Enhancement Advisory Services's QOWZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco NASDAQ Free Cash Flow Achievers ETF (QOWZ) stake by 2.1% in Q2 2026, buying an estimated $49.5K and bringing the position to 71,573 shares worth $2.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Wealth Enhancement Advisory Services first reported a position in QOWZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.16M in Q4 2025. 6 funds tracked by Wall St. Rank hold QOWZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 71,573 shares of Invesco NASDAQ Free Cash Flow Achievers ETF worth $2.48M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,477 Invesco NASDAQ Free Cash Flow Achievers ETF shares in Q2 2026, an estimated $49.5K.
  • Invesco NASDAQ Free Cash Flow Achievers ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1432 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco NASDAQ Free Cash Flow Achievers ETF in Q2 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Invesco NASDAQ Free Cash Flow Achievers ETF position peaked at $4.16M in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Invesco NASDAQ Free Cash Flow Achievers ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.