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

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

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

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

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. 1,449 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.
1,449 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.