UWM
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Urban Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Urban 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 		$893K Buy
1,212
+14
+1% +$9.63K 0.78% 27
2026
Q1 		$691K Sell
1,198
-32
-3% -$19.4K 0.71% 28
2025
Q4 		$756K Buy
+1,230
New +$755K 0.7% 35
2020
Q4 		$357K Buy
+1,139
New +$334K 0.3% 77

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Urban Wealth Management's QQQ Position: Q2 2026 in Review

Urban Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 1.2% in Q2 2026, buying an estimated $9.63K and bringing the position to 1,212 shares worth $893K. The position accounts for 0.78% of the portfolio, ranked #27.

Urban Wealth Management first reported a position in QQQ in Q4 2020 and has held it in 4 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Urban Wealth Management held 1,212 shares of Invesco QQQ Trust worth $893K as of Q2 2026.
  • Urban Wealth Management bought 14 Invesco QQQ Trust shares in Q2 2026, an estimated $9.63K.
  • Invesco QQQ Trust made up 0.78% of Urban Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Urban Wealth Management first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 4 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.