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 Q2	$419K	Hold	569	–	–	0.24%	55
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Elevate Wealth Advisory's QQQ Position: Q2 2026 in Review

Elevate Wealth Advisory held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 569 shares worth $419K. The position accounts for 0.24% of the portfolio, ranked #55.

Elevate Wealth Advisory first reported a position in QQQ in Q2 2024 and has held it in 9 quarters since. 4,006 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Elevate Wealth Advisory held 569 shares of Invesco QQQ Trust worth $419K as of Q2 2026.
Elevate Wealth Advisory left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.24% of Elevate Wealth Advisory's portfolio in Q2 2026, its #55 holding.
Elevate Wealth Advisory first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 9 quarters since.
4,006 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.