Comprehensive Financial Planning’s Invesco QQQ Trust QQQ Stock Holding History

Comprehensive 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	$2.01M	Sell	2,734 -14	-0.5%	-$9.63K	1.07%	30
2026 Q1	$1.59M	Sell	2,748 -734	-21%	-$446K	1.1%	28
2025 Q4	$2.14M	Sell	3,482 -25	-0.7%	-$15.3K	1.41%	19
2025 Q3	$2.11M	Buy	3,507 +45	+1%	+$25.8K	1.44%	19
2025 Q2	$1.91M	Buy	3,462 +209	+6%	+$104K	1.5%	18
2025 Q1	$1.53M	Sell	3,253 -328	-9%	-$167K	1.48%	19
2024 Q4	$1.83M	Buy	+3,581	New	+$1.81M	1.55%	18

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Comprehensive Financial Planning's QQQ Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Invesco QQQ Trust (QQQ) stake by 0.51% in Q2 2026, selling an estimated $9.63K and leaving 2,734 shares worth $2.01M. The position accounts for 1.07% of the portfolio, ranked #30.

Comprehensive Financial Planning first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.14M in Q4 2025. 3,998 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Comprehensive Financial Planning held 2,734 shares of Invesco QQQ Trust worth $2.01M as of Q2 2026.
Comprehensive Financial Planning sold 14 Invesco QQQ Trust shares in Q2 2026, an estimated $9.63K.
Invesco QQQ Trust made up 1.07% of Comprehensive Financial Planning's portfolio in Q2 2026, its #30 holding.
Comprehensive Financial Planning first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Invesco QQQ Trust position peaked at $2.14M in Q4 2025.
3,998 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.