IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco ESG Nasdaq 100 (QQMG)

CUSIP: 46138G540 | NYSE | 90 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Stewardship Advisors, LLC139,465
1.5% of portfolio›$7.2M
Fingerlakes Wealth Management, Inc.79,365
2.2% of portfolio›$4.1M
Pearl Planning LLC73,722
1.6% of portfolio›$3.8M
Truist Financial Corp60,639
0.0% of portfolio›$3.1M
Commonwealth Equity Services, LLC29,486
0.0% of portfolio›$1.5M
Onyx Bridge Wealth Group LLC24,972
0.1% of portfolio›$1.3M
Dynamic Advisor Solutions LLC24,221
0.0% of portfolio›$1.3M
Basso Capital Management, L.P.15,790
0.2% of portfolio›$818.5K
Prism Advisors, Inc.15,349
0.2% of portfolio›$801.4K
Seven Mile Advisory14,308
0.5% of portfolio›$741.7K
Cassaday & Co Wealth Management LLC11,985
0.0% of portfolio›$621.3K
Hill Island Financial LLC9,575
0.1% of portfolio›$496.4K
Gerber Kawasaki Wealth & Investment Management9,359
0.0% of portfolio›$485.1K
Kestra Advisory Services, LLC7,416
0.0% of portfolio›$384.4K
PFG Advisors7,123
0.0% of portfolio›$369.2K
Axxcess Wealth Management, LLC5,169
0.0% of portfolio›$267.9K
Focused Wealth Management, Inc5,058
0.0% of portfolio›$262.2K
KFA Private Wealth Group, LLC4,858
0.1% of portfolio›$251.8K
SFM, LLC d/b/a Sweeney Financial Advisors4,845
0.1% of portfolio›$251.1K
Hunter Associates Investment Management LLC4,541
0.1% of portfolio›$235.0K
Cambridge Investment Research Advisors, Inc.4,116
0.0% of portfolio›$213.0K
Lanark Financial, Inc.2,209
0.0% of portfolio›$114.5K
StrongBox Wealth, LLC1,659
0.0% of portfolio›$86.0K
IFP Advisors, Inc400
0.0% of portfolio›$20.7K
Compass Financial Management LLC146
0.0% of portfolio›$7.6K
Triumph Capital Management110
0.0% of portfolio›$5.7K
Citigroup Inc1
0.0% of portfolio›$52
StyleTurnoverLocationFiled
Stewardship Advisors, LLC
139,465$7.2M1.5%ETFMediumMount Joy, PA2026-10-20
Fingerlakes Wealth Management, Inc.
79,365$4.1M2.2%ETFVery LowIthaca, NY2026-11-04
Pearl Planning LLC
73,722$3.8M1.6%ETFLowDexter, MI2026-10-13
Truist Financial Corp
60,639$3.1M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
29,486$1.5M0.0%ETFLowWaltham, MA2026-11-02
Onyx Bridge Wealth Group LLC
24,972$1.3M0.1%ETFMediumTarrytown, NY2026-10-16
Dynamic Advisor Solutions LLC
24,221$1.3M0.0%ETFLowPhoenix, AZ2026-10-13
Basso Capital Management, L.P.
15,790$818.5K0.2%ETFMediumStamford, CT2026-10-30
Prism Advisors, Inc.
15,349$801.4K0.2%ETFMediumStudio City, CA2026-10-09
Seven Mile Advisory
14,308$741.7K0.5%GrowthLowTallahassee, FL2026-10-22
Cassaday & Co Wealth Management LLC
11,985$621.3K0.0%ETFVery LowMclean, VA2026-10-27
Hill Island Financial LLC
9,575$496.4K0.1%ETFLowGrand Rapids, MI2026-10-20
Gerber Kawasaki Wealth & Investment Management
9,359$485.1K0.0%ETFLowSanta Monica, CA2026-10-29
Kestra Advisory Services, LLC
7,416$384.4K0.0%CoreLowAustin, TX2026-11-02
PFG Advisors
7,123$369.2K0.0%ETFMediumPhoenix, AZ2026-10-16
Axxcess Wealth Management, LLC
5,169$267.9K0.0%CoreLowCarlsbad, CA2026-10-21
Focused Wealth Management, Inc
5,058$262.2K0.0%ETFLowNewburgh, NY2026-10-30
KFA Private Wealth Group, LLC
4,858$251.8K0.1%ETFLowTysons, VA2026-10-07
SFM, LLC d/b/a Sweeney Financial Advisors
4,845$251.1K0.1%ETFLowBedford, NH2026-10-14
Hunter Associates Investment Management LLC
4,541$235.0K0.1%CoreLowPittsburgh, PA2026-10-26
Cambridge Investment Research Advisors, Inc.
4,116$213.0K0.0%ETFLowFairfield, IA2026-11-02
Lanark Financial, Inc.
2,209$114.5K0.0%CoreMediumBirmingham, AL2026-10-26
StrongBox Wealth, LLC
1,659$86.0K0.0%GrowthLowLee'S Summit, MO2026-11-02
IFP Advisors, Inc
400$20.7K0.0%GrowthLowTampa, FL2026-10-16
Compass Financial Management LLC
146$7.6K0.0%CoreN/ATampa, FL2026-10-30
Triumph Capital Management
110$5.7K0.0%ETFMediumDenver, CO2026-10-14
Citigroup Inc
1$520.0%CoreMediumNew York, NY2026-11-04