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Center for Financial Planning’s Invesco QQQ Trust QQQ Stock Holding History

Center for Financial Planning’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 		$1.32M Buy
1,786
+1
+0.1% +$688 0.12% 59
2026
Q1 		$1.03M Sell
1,785
-78
-4% -$47.4K 0.11% 65
2025
Q4 		$1.14M Buy
1,863
+79
+4% +$48.5K 0.12% 60
2025
Q3 		$1.07M Buy
1,784
+224
+14% +$128K 0.11% 61
2025
Q2 		$861K Buy
1,560
+43
+3% +$21.4K 0.1% 72
2025
Q1 		$711K Buy
1,517
+338
+29% +$172K 0.09% 79
2024
Q4 		$603K Buy
1,179
+177
+18% +$89.5K 0.08% 84
2024
Q3 		$489K Hold
1,002
– – 0.07% 92
2024
Q2 		$480K Sell
1,002
-35
-3% -$15.7K 0.07% 91
2024
Q1 		$460K Hold
1,037
– – 0.07% 96
2023
Q4 		$425K Buy
1,037
+258
+33% +$97.9K 0.08% 91
2023
Q3 		$279K Hold
779
– – 0.06% 108
2023
Q2 		$288K Buy
779
+65
+9% +$21.9K 0.06% 111
2023
Q1 		$229K Hold
714
– – 0.05% 126
2022
Q4 		$190K Sell
714
-66
-8% -$18.3K 0.05% 133
2022
Q3 		$208K Hold
780
– – 0.06% 117
2022
Q2 		$219K Buy
780
+172
+28% +$53.4K 0.06% 119
2022
Q1 		$220K Sell
608
-10
-2% -$3.55K 0.05% 127
2021
Q4 		$246K Sell
618
-39
-6% -$15.1K 0.05% 120
2021
Q3 		$235K Hold
657
– – 0.06% 116
2021
Q2 		$233K Hold
657
– – 0.06% 118
2021
Q1 		$210K Sell
657
-145
-18% -$46.4K 0.05% 117
2020
Q4 		$252K Hold
802
– – 0.07% 105
2020
Q3 		$223K Hold
802
– – 0.07% 104
2020
Q2 		$199K Sell
802
-48
-6% -$10.8K 0.07% 110
2020
Q1 		$162K Buy
850
+9
+1% +$1.91K 0.05% 114
2019
Q4 		$179K Buy
+841
New +$168K 0.04% 108

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Center for Financial Planning's QQQ Position: Q2 2026 in Review

Center for Financial Planning increased its Invesco QQQ Trust (QQQ) stake by 0.06% in Q2 2026, buying an estimated $688 and bringing the position to 1,786 shares worth $1.32M. The position accounts for 0.12% of the portfolio, ranked #59.

Center for Financial Planning first reported a position in QQQ in Q4 2019 and has held it in 27 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Center for Financial Planning held 1,786 shares of Invesco QQQ Trust worth $1.32M as of Q2 2026.
  • Center for Financial Planning bought 1 Invesco QQQ Trust share in Q2 2026, an estimated $688.
  • Invesco QQQ Trust made up 0.12% of Center for Financial Planning's portfolio in Q2 2026, its #59 holding.
  • Center for Financial Planning first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 27 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.