Elevate Wealth Advisory’s Invesco QQQ Trust QQQ Stock Holding History

Elevate Wealth Advisory’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$328K	Buy	569 +8	+1%	+$4.86K	0.21%	58
2025 Q4	$345K	Hold	561	–	–	0.24%	53
2025 Q3	$337K	Hold	561	–	–	0.25%	54
2025 Q2	$310K	Buy	561 +32	+6%	+$15.9K	0.22%	58
2025 Q1	$248K	Hold	529	–	–	0.18%	65
2024 Q4	$270K	Hold	529	–	–	0.2%	58
2024 Q3	$259K	Hold	529	–	–	0.19%	58
2024 Q2	$254K	Buy	+529	New	+$238K	0.21%	54

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Elevate Wealth Advisory's QQQ Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Invesco QQQ Trust (QQQ) stake by 1.4% in Q1 2026, buying an estimated $4.86K and bringing the position to 569 shares worth $328K. The position accounts for 0.21% of the portfolio, ranked #58.

Elevate Wealth Advisory first reported a position in QQQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $345K in Q4 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Elevate Wealth Advisory held 569 shares of Invesco QQQ Trust worth $328K as of Q1 2026.
Elevate Wealth Advisory bought 8 Invesco QQQ Trust shares in Q1 2026, an estimated $4.86K.
Invesco QQQ Trust made up 0.21% of Elevate Wealth Advisory's portfolio in Q1 2026, its #58 holding.
Elevate Wealth Advisory first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 8 quarters since.
Elevate Wealth Advisory's Invesco QQQ Trust position peaked at $345K in Q4 2025.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.