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UP Strategic Wealth Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

UP Strategic Wealth Investment Advisors’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 		$982K Buy
1,413
+5
+0.4% +$3.04K 0.62% 28
2025
Q4 		$858K Hold
1,408
– – 0.62% 28
2025
Q3 		$848K Hold
1,408
– – 0.64% 29
2025
Q2 		$777K Buy
1,408
+30
+2% +$14.9K 0.61% 28
2025
Q1 		$646K Hold
1,378
– – 0.57% 33
2024
Q4 		$704K Hold
1,378
– – 0.7% 28
2024
Q3 		$673K Hold
1,378
– – 0.75% 25
2024
Q2 		$660K Sell
1,378
-46
-3% -$20.7K 1% 22
2024
Q1 		$632K Buy
1,424
+290
+26% +$124K 1.03% 22
2023
Q4 		$464K Buy
+1,134
New +$430K 0.85% 27

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's QQQ Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.36% in Q1 2026, buying an estimated $3.04K and bringing the position to 1,413 shares worth $982K. The position accounts for 0.62% of the portfolio, ranked #28.

UP Strategic Wealth Investment Advisors first reported a position in QQQ in Q4 2023 and has held it in 10 quarters since. 3,830 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 1,413 shares of Invesco QQQ Trust worth $982K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 5 Invesco QQQ Trust shares in Q1 2026, an estimated $3.04K.
  • Invesco QQQ Trust made up 0.62% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #28 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 10 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.