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Invesco NAQ Free CH FL A ETF (QOWZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares72,644 from 71,573
Change+1,071 (+2%)
Value$2.7M (+$219.5K)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
CLOSED
Shares0 from 61,531
Change-61,531 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 6,068
Change-6,068 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-16
Goldman Sachs Group Inc
N/A
Shares— from 11,641
Change-11,641 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,924
Change-5,924 (-100%)
Value—
UBS Group AG
N/A
Shares— from 989
Change-989 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 171
Change-171 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED72,64471,573+1,071+2%$2.5M$2.7M+$219.5K2026-10-13
Onyx Bridge Wealth Group LLC
CLOSED061,531-61,531-100%$2.1M$0-$2.1M2026-10-16
Concurrent Investment Advisors, LLC
CLOSED06,068-6,068-100%$206.3K$0-$206.3K2026-10-16
Goldman Sachs Group Inc
N/A—11,641-11,641-100%$395.7K———
Susquehanna International Group, LLP
N/A—5,924-5,924-100%$201.4K———
UBS Group AG
N/A—989-989-100%$33.6K———
Schiavi & Co LLC
N/A—740-740-100%$224.2K———
JPMorgan Chase & Co
N/A—171-171-100%$5.7K———
Geneos Wealth Management Inc.
N/A—125-125-100%$4.2K———
Showing 9 of 9 institutions