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Uptown Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Uptown Financial 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
Q2 		$10.3M Buy
14,000
+12,000
+600% +$8.26M 6.79% 4
2026
Q1 		$1.15M Sell
2,000
-27,500
-93% -$16.7M 0.92% 22
2025
Q4 		$18.1M Buy
+29,500
New +$18.1M 12.98% 1
2025
Q3 		– Sell
-9,000
Closed -$4.96M – 78
2025
Q2 		$4.96M Buy
+9,000
New +$4.48M 4.25% 7

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
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
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Uptown Financial Advisors's QQQ Position: Q2 2026 in Review

Uptown Financial Advisors held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 232 shares worth $171K. The position accounts for 0.11% of the portfolio, ranked #83.

Uptown Financial Advisors first reported a position in QQQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $301K in Q1 2025. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Uptown Financial Advisors held 232 shares of Invesco QQQ Trust worth $171K as of Q2 2026.
  • Uptown Financial Advisors left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.11% of Uptown Financial Advisors's portfolio in Q2 2026, its #83 holding.
  • Uptown Financial Advisors first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 5 quarters since.
  • Uptown Financial Advisors's Invesco QQQ Trust position peaked at $301K in Q1 2025.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.