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Elevatus Welath Management’s Invesco QQQ Trust QQQ Stock Holding History

Elevatus Welath Management’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 		$1.73M Buy
2,352
+360
+18% +$248K 0.42% 58
2026
Q1 		$1.15M Buy
1,992
+56
+3% +$34K 0.6% 44
2025
Q4 		$1.19M Buy
1,936
+80
+4% +$49.1K 0.33% 62
2025
Q3 		$1.11M Sell
1,856
-2
-0.1% -$1.15K 0.32% 52
2025
Q2 		$1.02M Sell
1,858
-140
-7% -$69.6K 0.34% 46
2025
Q1 		$937K Sell
1,998
-183
-8% -$93K 0.53% 34
2024
Q4 		$1.11M Buy
2,181
+7
+0.3% +$3.54K 0.38% 35
2024
Q3 		$1.06M Buy
2,174
+94
+5% +$44.5K 0.35% 38
2024
Q2 		$997K Buy
2,080
+206
+11% +$92.6K 0.37% 51
2024
Q1 		$832K Buy
1,874
+2
+0.1% +$858 0.33% 41
2023
Q4 		$767K Sell
1,872
-79
-4% -$30K 0.35% 41
2023
Q3 		$699K Buy
1,951
+1,066
+120% +$395K 0.63% 31
2023
Q2 		$327K Buy
+885
New +$298K 0.23% 41

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Elevatus Welath Management's QQQ Position: Q2 2026 in Review

Elevatus Welath Management increased its Invesco QQQ Trust (QQQ) stake by 18% in Q2 2026, buying an estimated $248K and bringing the position to 2,352 shares worth $1.73M. The position accounts for 0.42% of the portfolio, ranked #58.

Elevatus Welath Management first reported a position in QQQ in Q2 2023 and has held it in 13 quarters since. 4,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Elevatus Welath Management held 2,352 shares of Invesco QQQ Trust worth $1.73M as of Q2 2026.
  • Elevatus Welath Management bought 360 Invesco QQQ Trust shares in Q2 2026, an estimated $248K.
  • Invesco QQQ Trust made up 0.42% of Elevatus Welath Management's portfolio in Q2 2026, its #58 holding.
  • Elevatus Welath Management first reported a position in Invesco QQQ Trust in Q2 2023 and has held it in 13 quarters since.
  • 4,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.