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	$2.36M	Buy	+3,200	New	+$2.2M	0.57%	22
2026 Q1	–	Hold	0	–	–	–	22
2025 Q4	–	Hold	0	–	–	–	20
2025 Q3	–	Hold	0	–	–	–	21
2025 Q2	–	Hold	0	–	–	–	22
2025 Q1	–	Hold	0	–	–	–	23

Other funds holding QQQ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

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.