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Upper Left Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Upper Left Wealth 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
Q3 		$559K Hold
756
– – 0.29% 50
2026
Q2 		$557K Buy
756
+3
+0.4% +$2.06K 0.31% 53
2026
Q1 		$435K Buy
753
+105
+16% +$63.8K 0.26% 54
2025
Q4 		$398K Buy
648
+12
+2% +$7.36K 0.24% 54
2025
Q3 		$382K Hold
636
– – 0.24% 53
2025
Q2 		$351K Hold
636
– – 0.23% 53
2025
Q1 		$298K Buy
+636
New +$323K 0.21% 54

Other funds holding QQQ

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Upper Left Wealth Management's QQQ Position: Q3 2026 in Review

Upper Left Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q3 2026 at 756 shares worth $559K. The position accounts for 0.29% of the portfolio, ranked #50.

Upper Left Wealth Management first reported a position in QQQ in Q1 2025 and has held it in 7 quarters since. 954 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Upper Left Wealth Management held 756 shares of Invesco QQQ Trust worth $559K as of Q3 2026.
  • Upper Left Wealth Management left its Invesco QQQ Trust share count unchanged in Q3 2026.
  • Invesco QQQ Trust made up 0.29% of Upper Left Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Upper Left Wealth Management first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 7 quarters since.
  • 954 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.