Elevation Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Elevation Wealth Partners’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	$3.4M	Buy	4,621 +1,022	+28%	+$703K	1.02%	24
2026 Q1	$2.08M	Buy	3,599 +678	+23%	+$412K	0.74%	31
2025 Q4	$1.79M	Buy	2,921 +1,616	+124%	+$992K	0.64%	32
2025 Q3	$783K	Buy	1,305 +602	+86%	+$345K	0.28%	53
2025 Q2	$388K	Sell	703 -5	-0.7%	-$2.49K	0.15%	81
2025 Q1	$332K	Buy	708 +132	+23%	+$67.1K	0.14%	81
2024 Q4	$295K	Sell	576 -2	-0.3%	-$1.01K	0.12%	93
2024 Q3	$282K	Sell	578 -18	-3%	-$8.52K	0.12%	91
2024 Q2	$286K	Buy	596 +66	+12%	+$29.7K	0.14%	85
2024 Q1	$235K	Buy	530 +6	+1%	+$2.57K	0.12%	101
2023 Q4	$188K	Hold	524	–	–	0.11%	109
2023 Q3	$188K	Hold	524	–	–	0.16%	66
2023 Q2	$194K	Sell	524 -18	-3%	-$6.06K	0.16%	61
2023 Q1	$174K	Buy	+542	New	+$160K	0.16%	66

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Elevation Wealth Partners's QQQ Position: Q2 2026 in Review

Elevation Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 28% in Q2 2026, buying an estimated $703K and bringing the position to 4,621 shares worth $3.4M. The position accounts for 1.02% of the portfolio, ranked #24.

Elevation Wealth Partners first reported a position in QQQ in Q1 2023 and has held it in 14 quarters since. 1,797 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Elevation Wealth Partners held 4,621 shares of Invesco QQQ Trust worth $3.4M as of Q2 2026.
Elevation Wealth Partners bought 1,022 Invesco QQQ Trust shares in Q2 2026, an estimated $703K.
Invesco QQQ Trust made up 1.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #24 holding.
Elevation Wealth Partners first reported a position in Invesco QQQ Trust in Q1 2023 and has held it in 14 quarters since.
1,797 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.