Invesco ESG Nasdaq 100 (QQMG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Stewardship Advisors, LLC

DECREASED

Shares139,465 from 144,892

Change-5,427 (-4%)

Value$7.2M (-$193.6K)

Filed 2026-10-20

Fingerlakes Wealth Management, Inc.

DECREASED

Shares79,365 from 84,778

Change-5,413 (-6%)

Value$4.1M (-$229.2K)

Filed 2026-11-04

Pearl Planning LLC

INCREASED

Shares73,722 from 62,588

Change+11,134 (+18%)

Value$3.8M (+$615.0K)

Filed 2026-10-13

Truist Financial Corp

DECREASED

Shares60,639 from 62,737

Change-2,098 (-3%)

Value$3.1M (-$70.8K)

Filed 2026-10-30

Commonwealth Equity Services, LLC

INCREASED

Shares29,486 from 29,022

Change+464 (+2%)

Value$1.5M (+$41.6K)

Filed 2026-11-02

Onyx Bridge Wealth Group LLC

INCREASED

Shares24,972 from 17,082

Change+7,890 (+46%)

Value$1.3M (+$419.4K)

Filed 2026-10-16

Dynamic Advisor Solutions LLC

INCREASED

Shares24,221 from 23,429

Change+792 (+3%)

Value$1.3M (+$55.2K)

Filed 2026-10-13

Basso Capital Management, L.P.

INCREASED

Shares15,790 from 13,739

Change+2,051 (+15%)

Value$818.5K (+$114.6K)

Filed 2026-10-30

Prism Advisors, Inc.

DECREASED

Shares15,349 from 17,484

Change-2,135 (-12%)

Value$801.4K (-$94.3K)

Filed 2026-10-09

Seven Mile Advisory

UNCHANGED

Shares14,308 from 14,308

Change0 (0%)

Value$741.7K (+$8.7K)

Filed 2026-10-22

Cassaday & Co Wealth Management LLC

DECREASED

Shares11,985 from 12,140

Change-155 (-1%)

Value$621.3K (-$683)

Filed 2026-10-27

Hill Island Financial LLC

DECREASED

Shares9,575 from 18,162

Change-8,587 (-47%)

Value$496.4K (-$434.1K)

Filed 2026-10-20

Gerber Kawasaki Wealth & Investment Management

INCREASED

Shares9,359 from 8,586

Change+773 (+9%)

Value$485.1K (+$45.2K)

Filed 2026-10-29

Kestra Advisory Services, LLC

DECREASED

Shares7,416 from 8,027

Change-611 (-8%)

Value$384.4K (-$26.8K)

Filed 2026-11-02

PFG Advisors

INCREASED

Shares7,123 from 6,882

Change+241 (+4%)

Value$369.2K (+$16.7K)

Filed 2026-10-16

Axxcess Wealth Management, LLC

INCREASED

Shares5,169 from 5,070

Change+99 (+2%)

Value$267.9K (+$8.2K)

Filed 2026-10-21

Focused Wealth Management, Inc

INCREASED

Shares5,058 from 4,269

Change+789 (+18%)

Value$262.2K (+$43.5K)

Filed 2026-10-30

KFA Private Wealth Group, LLC

UNCHANGED

Shares4,858 from 4,858

Change0 (0%)

Value$251.8K (+$2.9K)

Filed 2026-10-07

SFM, LLC d/b/a Sweeney Financial Advisors

DECREASED

Shares4,845 from 5,633

Change-788 (-14%)

Value$251.1K (-$37.4K)

Filed 2026-10-14

Hunter Associates Investment Management LLC

UNCHANGED

Shares4,541 from 4,541

Change0 (0%)

Value$235.0K (+$1.0K)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

NEW

Shares4,116

Change+4,116

Value$213.0K

Filed 2026-11-02

Lanark Financial, Inc.

UNCHANGED

Shares2,209 from 2,209

Change0 (0%)

Value$114.5K (+$1.3K)

Filed 2026-10-26

StrongBox Wealth, LLC

DECREASED

Shares1,659 from 1,731

Change-72 (-4%)

Value$86.0K (-$2.7K)

Filed 2026-11-02

IFP Advisors, Inc

NEW

Shares400

Change+400

Value$20.7K

Filed 2026-10-16

Compass Financial Management LLC

INCREASED

Shares146 from 136

Change+10 (+7%)

Value$7.6K (+$603)

Filed 2026-10-30

Triumph Capital Management

UNCHANGED

Shares110 from 110

Change0 (0%)

Value$5.7K (+$67)

Filed 2026-10-14

Citigroup Inc

NEW

Shares1

Change+1

Value$52

Filed 2026-11-04

Sigma Planning Corp

CLOSED

Shares0 from 3,939

Change-3,939 (-100%)

Value$0 (-$201.8K)

Filed 2026-10-23

Peachtree Investment Partners, LLC

CLOSED

Shares0 from 75

Change-75 (-100%)

Value$0 (-$3.8K)

Filed 2026-11-05

JPMorgan Chase & Co

N/A

Shares— from 852,955

Change-852,955 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 115,945

Change-115,945 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 100,524

Change-100,524 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 81,810

Change-81,810 (-100%)

Value—

Sand Hill Global Advisors, LLC

N/A

Shares— from 69,826

Change-69,826 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 67,344

Change-67,344 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 46,507

Change-46,507 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 43,701

Change-43,701 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 37,651

Change-37,651 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 36,972

Change-36,972 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 30,082

Change-30,082 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 20,271

Change-20,271 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 16,536

Change-16,536 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 13,849

Change-13,849 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 10,746

Change-10,746 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 9,126

Change-9,126 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 6,350

Change-6,350 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 5,760

Change-5,760 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 4,360

Change-4,360 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 4,020

Change-4,020 (-100%)

Value—

Odyssey Group, LLC

N/A

Shares— from 3,982

Change-3,982 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 1,340

Change-1,340 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,100

Change-1,100 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 965

Change-965 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 914

Change-914 (-100%)

Value—

UBS Group AG

N/A

Shares— from 904

Change-904 (-100%)

Value—

FMR LLC

N/A

Shares— from 495

Change-495 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 435

Change-435 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 223

Change-223 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 222

Change-222 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 35

Change-35 (-100%)

Value—

	Status
Stewardship Advisors, LLC	DECREASED	139,465	144,892	-5,427	-4%	$7.4M	$7.2M	-$193.6K	2026-10-20
Fingerlakes Wealth Management, Inc.	DECREASED	79,365	84,778	-5,413	-6%	$4.3M	$4.1M	-$229.2K	2026-11-04
Pearl Planning LLC	INCREASED	73,722	62,588	+11,134	+18%	$3.2M	$3.8M	+$615.0K	2026-10-13
Truist Financial Corp	DECREASED	60,639	62,737	-2,098	-3%	$3.2M	$3.1M	-$70.8K	2026-10-30
Commonwealth Equity Services, LLC	INCREASED	29,486	29,022	+464	+2%	$1.5M	$1.5M	+$41.6K	2026-11-02
Onyx Bridge Wealth Group LLC	INCREASED	24,972	17,082	+7,890	+46%	$875.1K	$1.3M	+$419.4K	2026-10-16
Dynamic Advisor Solutions LLC	INCREASED	24,221	23,429	+792	+3%	$1.2M	$1.3M	+$55.2K	2026-10-13
Basso Capital Management, L.P.	INCREASED	15,790	13,739	+2,051	+15%	$703.8K	$818.5K	+$114.6K	2026-10-30
Prism Advisors, Inc.	DECREASED	15,349	17,484	-2,135	-12%	$895.7K	$801.4K	-$94.3K	2026-10-09
Seven Mile Advisory	UNCHANGED	14,308	14,308	0	0%	$733.0K	$741.7K	+$8.7K	2026-10-22
Cassaday & Co Wealth Management LLC	DECREASED	11,985	12,140	-155	-1%	$621.9K	$621.3K	-$683	2026-10-27
Hill Island Financial LLC	DECREASED	9,575	18,162	-8,587	-47%	$930.5K	$496.4K	-$434.1K	2026-10-20
Gerber Kawasaki Wealth & Investment Management	INCREASED	9,359	8,586	+773	+9%	$439.9K	$485.1K	+$45.2K	2026-10-29
Kestra Advisory Services, LLC	DECREASED	7,416	8,027	-611	-8%	$411.2K	$384.4K	-$26.8K	2026-11-02
PFG Advisors	INCREASED	7,123	6,882	+241	+4%	$352.6K	$369.2K	+$16.7K	2026-10-16
Axxcess Wealth Management, LLC	INCREASED	5,169	5,070	+99	+2%	$259.7K	$267.9K	+$8.2K	2026-10-21
Focused Wealth Management, Inc	INCREASED	5,058	4,269	+789	+18%	$218.7K	$262.2K	+$43.5K	2026-10-30
KFA Private Wealth Group, LLC	UNCHANGED	4,858	4,858	0	0%	$248.9K	$251.8K	+$2.9K	2026-10-07
SFM, LLC d/b/a Sweeney Financial Advisors	DECREASED	4,845	5,633	-788	-14%	$288.6K	$251.1K	-$37.4K	2026-10-14
Hunter Associates Investment Management LLC	UNCHANGED	4,541	4,541	0	0%	$234.0K	$235.0K	+$1.0K	2026-10-26
Cambridge Investment Research Advisors, Inc.	NEW	4,116	—	+4,116	—	—	$213.0K	—	2026-11-02
Lanark Financial, Inc.	UNCHANGED	2,209	2,209	0	0%	$113.2K	$114.5K	+$1.3K	2026-10-26
StrongBox Wealth, LLC	DECREASED	1,659	1,731	-72	-4%	$88.7K	$86.0K	-$2.7K	2026-11-02
IFP Advisors, Inc	NEW	400	—	+400	—	—	$20.7K	—	2026-10-16
Compass Financial Management LLC	INCREASED	146	136	+10	+7%	$7.0K	$7.6K	+$603	2026-10-30
Triumph Capital Management	UNCHANGED	110	110	0	0%	$5.6K	$5.7K	+$67	2026-10-14
Citigroup Inc	NEW	1	—	+1	—	—	$52	—	2026-11-04
Sigma Planning Corp	CLOSED	0	3,939	-3,939	-100%	$201.8K	$0	-$201.8K	2026-10-23
Peachtree Investment Partners, LLC	CLOSED	0	75	-75	-100%	$3.8K	$0	-$3.8K	2026-11-05
JPMorgan Chase & Co	N/A	—	852,955	-852,955	-100%	$42.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	115,945	-115,945	-100%	$5.9M	—	—	—
LPL Financial LLC	N/A	—	100,524	-100,524	-100%	$5.1M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	81,810	-81,810	-100%	$4.2M	—	—	—
Sand Hill Global Advisors, LLC	N/A	—	69,826	-69,826	-100%	$3.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	67,344	-67,344	-100%	$3.5M	—	—	—
HighTower Advisors, LLC	N/A	—	46,507	-46,507	-100%	$2.4M	—	—	—
Perennial Investment Advisors, LLC	N/A	—	43,701	-43,701	-100%	$2.2M	—	—	—
NewEdge Advisors, LLC	N/A	—	37,651	-37,651	-100%	$1.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	36,972	-36,972	-100%	$1.9M	—	—	—
Harbour Investments, Inc.	N/A	—	30,082	-30,082	-100%	$1.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	20,271	-20,271	-100%	$1.0M	—	—	—
Bank of America Corp	N/A	—	16,536	-16,536	-100%	$847.1K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	13,849	-13,849	-100%	$709.5K	—	—	—
Cetera Investment Advisers	N/A	—	10,746	-10,746	-100%	$550.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	9,126	-9,126	-100%	$467.5K	—	—	—
Raymond James Financial Inc	N/A	—	6,350	-6,350	-100%	$325.3K	—	—	—
PFG Investments, LLC	N/A	—	5,760	-5,760	-100%	$295.1K	—	—	—
Janney Montgomery Scott LLC	N/A	—	4,360	-4,360	-100%	$223.0K	—	—	—
AE Wealth Management LLC	N/A	—	4,020	-4,020	-100%	$205.9K	—	—	—
Odyssey Group, LLC	N/A	—	3,982	-3,982	-100%	$204.0K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	1,340	-1,340	-100%	$68.7K	—	—	—
Royal Bank of Canada	N/A	—	1,100	-1,100	-100%	$56.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	965	-965	-100%	$49.4K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	914	-914	-100%	$46.8K	—	—	—
UBS Group AG	N/A	—	904	-904	-100%	$46.3K	—	—	—
FMR LLC	N/A	—	495	-495	-100%	$25.4K	—	—	—
Front Row Advisors LLC	N/A	—	435	-435	-100%	$21.8K	—	—	—
Sankala Group LLC	N/A	—	223	-223	-100%	$11.1K	—	—	—
Morgan Stanley	N/A	—	222	-222	-100%	$11.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	35	-35	-100%	$1.8K	—	—	—

Showing 60 of 60 institutions