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Invesco ESG Nasdaq Next GEN (QQJG)

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Envestnet Portfolio Solutions, Inc.
INCREASED
Shares53,963 from 45,022
Change+8,941 (+20%)
Value$1.5M (+$276.8K)
Filed 2026-02-06
Bank of America Corp
DECREASED
Shares7,407 from 7,412
Change-5 (0%)
Value$205.7K (+$4.6K)
Filed 2026-02-17
Tower Research Capital LLC (TRC)
NEW
Shares2,632
Change+2,632
Value$73.1K
Filed 2026-02-17
O'shaughnessy Asset Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$28 (+$1)
Filed 2026-02-11
Morgan Stanley
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$29 (+$1)
Filed 2026-05-27
Osaic Holdings, Inc.
CLOSED
Shares0 from 14,464
Change-14,464 (-100%)
Value$0 (-$392.4K)
Filed 2026-02-17
UBS Group AG
CLOSED
Shares0 from 399
Change-399 (-100%)
Value$0 (-$10.8K)
Filed 2026-01-29
Status
Envestnet Portfolio Solutions, Inc.
INCREASED53,96345,022+8,941+20%$1.2M$1.5M+$276.8K2026-02-06
Bank of America Corp
DECREASED7,4077,412-50%$201.1K$205.7K+$4.6K2026-02-17
Tower Research Capital LLC (TRC)
NEW2,632—+2,632——$73.1K—2026-02-17
O'shaughnessy Asset Management, LLC
UNCHANGED1100%$27$28+$12026-02-11
Morgan Stanley
UNCHANGED1100%$28$29+$12026-05-27
Osaic Holdings, Inc.
CLOSED014,464-14,464-100%$392.4K$0-$392.4K2026-02-17
UBS Group AG
CLOSED0399-399-100%$10.8K$0-$10.8K2026-01-29
Showing 7 of 7 institutions