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Divergent Planning’s Invesco QQQ Trust QQQ Stock Holding History

Divergent 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
2025
Q4 		$635K Buy
1,036
+73
+8% +$44.8K 0.16% 20
2025
Q3 		$581K Buy
963
+53
+6% +$30.3K 0.15% 19
2025
Q2 		$498K Sell
910
-165
-15% -$82.1K 0.15% 21
2025
Q1 		$484K Buy
1,075
+24
+2% +$12.2K 0.16% 19
2024
Q4 		$533K Buy
1,051
+25
+2% +$12.6K 0.18% 17
2024
Q3 		$500K Hold
1,026
– – 0.19% 17
2024
Q2 		$504K Buy
1,026
+211
+26% +$94.9K 0.2% 16
2024
Q1 		$363K Buy
+815
New +$349K 0.15% 17

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Divergent Planning's QQQ Position: Q4 2025 in Review

Divergent Planning increased its Invesco QQQ Trust (QQQ) stake by 7.6% in Q4 2025, buying an estimated $44.8K and bringing the position to 1,036 shares worth $635K. The position accounts for 0.16% of the portfolio, ranked #20.

Divergent Planning first reported a position in QQQ in Q1 2024 and has held it in 8 quarters since. 3,860 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

  • Divergent Planning held 1,036 shares of Invesco QQQ Trust worth $635K as of Q4 2025.
  • Divergent Planning bought 73 Invesco QQQ Trust shares in Q4 2025, an estimated $44.8K.
  • Invesco QQQ Trust made up 0.16% of Divergent Planning's portfolio in Q4 2025, its #20 holding.
  • Divergent Planning first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 8 quarters since.
  • 3,860 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.