ATX Financial Planning’s Invesco Top QQQ ETF QBIG Stock Holding History

ATX Financial Planning’s Portfolio QBIG Stock Details QBIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.5M	Sell	38,517 -2,567	-6%	-$102K	0.99%	27
2026 Q1	$1.4M	Buy	41,084 +6,158	+18%	+$225K	1.06%	26
2025 Q4	$1.34M	Buy	+34,926	New	+$1.35M	1.04%	29

Other funds holding QBIG

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ATX Financial Planning's QBIG Position: Q2 2026 in Review

ATX Financial Planning reduced its Invesco Top QQQ ETF (QBIG) stake by 6.2% in Q2 2026, selling an estimated $102K and leaving 38,517 shares worth $1.5M. The position accounts for 0.99% of the portfolio, ranked #27.

ATX Financial Planning first reported a position in QBIG in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold QBIG as of Q2 2026.

ATX Financial Planning held 38,517 shares of Invesco Top QQQ ETF worth $1.5M as of Q2 2026.
ATX Financial Planning sold 2,567 Invesco Top QQQ ETF shares in Q2 2026, an estimated $102K.
Invesco Top QQQ ETF made up 0.99% of ATX Financial Planning's portfolio in Q2 2026, its #27 holding.
ATX Financial Planning first reported a position in Invesco Top QQQ ETF in Q4 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held Invesco Top QQQ ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.