Next Level Wealth Planning’s Invesco QQQ Trust QQQ Stock Holding History

Next Level Wealth Planning’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	$337K	Sell	584 -11	-2%	-$6.68K	0.17%	47
2025 Q4	$366K	Buy	595 +6	+1%	+$3.68K	0.19%	40
2025 Q3	$354K	Sell	589 -6	-1%	-$3.44K	0.2%	37
2025 Q2	$328K	Buy	595 +32	+6%	+$15.9K	0.21%	37
2025 Q1	$264K	Hold	563	–	–	0.2%	40
2024 Q4	$288K	Buy	+563	New	+$285K	0.23%	35

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

Next Level Wealth Planning's QQQ Position: Q1 2026 in Review

Next Level Wealth Planning reduced its Invesco QQQ Trust (QQQ) stake by 1.8% in Q1 2026, selling an estimated $6.68K and leaving 584 shares worth $337K. The position accounts for 0.17% of the portfolio, ranked #47.

Next Level Wealth Planning first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $366K in Q4 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Next Level Wealth Planning held 584 shares of Invesco QQQ Trust worth $337K as of Q1 2026.
Next Level Wealth Planning sold 11 Invesco QQQ Trust shares in Q1 2026, an estimated $6.68K.
Invesco QQQ Trust made up 0.17% of Next Level Wealth Planning's portfolio in Q1 2026, its #47 holding.
Next Level Wealth Planning first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
Next Level Wealth Planning's Invesco QQQ Trust position peaked at $366K in Q4 2025.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.