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Western Wealth Management’s Invesco ESG NASDAQ 100 ETF QQMG Stock Holding History

Western Wealth Management’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 		– Sell
-9,436
Closed -$373K – 1040
2026
Q1 		$373K Buy
9,436
+69
+0.7% +$2.87K 0.01% 721
2025
Q4 		$397K Buy
9,367
+3,767
+67% +$159K 0.02% 580
2025
Q3 		$231K Sell
5,600
-236
-4% -$9.27K 0.01% 693
2025
Q2 		$221K Buy
+5,836
New +$198K 0.01% 657

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

Western Wealth Management's QQMG Position: Q2 2026 in Review

Western Wealth Management sold out of Invesco ESG NASDAQ 100 ETF (QQMG) in Q2 2026, closing a stake of 9,436 shares — an estimated $373K sold.

Western Wealth Management first reported a position in QQMG in Q2 2025 and held it in 4 quarters. The position peaked at $397K in Q4 2025. 57 funds tracked by Wall St. Rank hold QQMG as of Q2 2026.

  • Western Wealth Management reported no remaining Invesco ESG NASDAQ 100 ETF position as of Q2 2026 after selling out during the quarter.
  • Western Wealth Management sold 9,436 Invesco ESG NASDAQ 100 ETF shares in Q2 2026, an estimated $373K.
  • Western Wealth Management first reported a position in Invesco ESG NASDAQ 100 ETF in Q2 2025 and held it in 4 quarters.
  • Western Wealth Management's Invesco ESG NASDAQ 100 ETF position peaked at $397K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Invesco ESG NASDAQ 100 ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.