CFP
QQQ icon

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

Cypress 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 		$2.48M Buy
+3,373
New +$2.32M 0.6% 20

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
DCPAL
Div Capital Phoenix Assets Ltd Georgetown $583M AUM
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

Cypress Financial Planning opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 3,373 shares worth $2.48M. The stake represents 0.6% of the portfolio and ranks #20 among its holdings.

792 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Cypress Financial Planning held 3,373 shares of Invesco QQQ Trust worth $2.48M as of Q2 2026.
  • Invesco QQQ Trust was a new Cypress Financial Planning position in Q2 2026.
  • Invesco QQQ Trust made up 0.6% of Cypress Financial Planning's portfolio in Q2 2026, its #20 holding.
  • 792 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.