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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

DCPAL

Div Capital Phoenix Assets Ltd Georgetown $583M AUM

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Upper Left Wealth Management's QQQ Position: Q2 2026 in Review

Upper Left Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 0.4% in Q2 2026, buying an estimated $2.06K and bringing the position to 756 shares worth $557K. The position accounts for 0.31% of the portfolio, ranked #53.

Upper Left Wealth Management first reported a position in QQQ in Q1 2025 and has held it in 6 quarters since. 883 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Upper Left Wealth Management held 756 shares of Invesco QQQ Trust worth $557K as of Q2 2026.
Upper Left Wealth Management bought 3 Invesco QQQ Trust shares in Q2 2026, an estimated $2.06K.
Invesco QQQ Trust made up 0.31% of Upper Left Wealth Management's portfolio in Q2 2026, its #53 holding.
Upper Left Wealth Management first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 6 quarters since.
883 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.