CFC Planning Company’s Invesco QQQ Trust QQQ Stock Holding History

CFC Planning Company’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 Q1	–	Sell	-337	Closed	-$207K	–	80
2025 Q4	$207K	Buy	+337	New	+$207K	0.16%	70
2025 Q1	–	Sell	-4,752	Closed	-$2.43M	–	86
2024 Q4	$2.43M	Buy	+4,752	New	+$2.4M	2.6%	12

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CFC Planning Company's QQQ Position: Q1 2026 in Review

CFC Planning Company sold out of Invesco QQQ Trust (QQQ) in Q1 2026, closing a stake of 337 shares — an estimated $207K sold.

CFC Planning Company first reported a position in QQQ in Q4 2024 and held it in 2 quarters. The position peaked at $2.43M in Q4 2024. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

CFC Planning Company reported no remaining Invesco QQQ Trust position as of Q1 2026 after selling out during the quarter.
CFC Planning Company sold 337 Invesco QQQ Trust shares in Q1 2026, an estimated $207K.
CFC Planning Company first reported a position in Invesco QQQ Trust in Q4 2024 and held it in 2 quarters.
CFC Planning Company's Invesco QQQ Trust position peaked at $2.43M in Q4 2024.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.