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 Q2	$469K	Buy	637 +53	+9%	+$36.5K	0.21%	40
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 $1.89T 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

Next Level Wealth Planning's QQQ Position: Q2 2026 in Review

Next Level Wealth Planning increased its Invesco QQQ Trust (QQQ) stake by 9.1% in Q2 2026, buying an estimated $36.5K and bringing the position to 637 shares worth $469K. The position accounts for 0.21% of the portfolio, ranked #40.

Next Level Wealth Planning first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 4,007 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Next Level Wealth Planning held 637 shares of Invesco QQQ Trust worth $469K as of Q2 2026.
Next Level Wealth Planning bought 53 Invesco QQQ Trust shares in Q2 2026, an estimated $36.5K.
Invesco QQQ Trust made up 0.21% of Next Level Wealth Planning's portfolio in Q2 2026, its #40 holding.
Next Level Wealth Planning first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
4,007 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.