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Wood Tarver Financial Group’s Invesco ESG NASDAQ 100 ETF QQMG Stock Holding History

Wood Tarver Financial 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
2025
Q3 		– Sell
-3,431
Closed -$129K – 518
2025
Q2 		$129K Hold
3,431
– – 0.04% 176
2025
Q1 		$109K Hold
3,431
– – 0.04% 182
2024
Q4 		$119K Buy
+3,431
New +$119K 0.04% 167

Other funds holding QQMG

SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FWM
Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wood Tarver Financial Group's QQMG Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Invesco ESG NASDAQ 100 ETF (QQMG) in Q3 2025, closing a stake of 3,431 shares — an estimated $129K sold.

Wood Tarver Financial Group first reported a position in QQMG in Q4 2024 and held it in 3 quarters. The position peaked at $129K in Q2 2025. 42 funds tracked by Wall St. Rank hold QQMG as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Invesco ESG NASDAQ 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 3,431 Invesco ESG NASDAQ 100 ETF shares in Q3 2025, an estimated $129K.
  • Wood Tarver Financial Group first reported a position in Invesco ESG NASDAQ 100 ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Invesco ESG NASDAQ 100 ETF position peaked at $129K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Invesco ESG NASDAQ 100 ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.