Fee-Only Financial Planning’s Invesco QQQ Trust QQQ Stock Holding History

Fee-Only 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	$232K	Buy	+315	New	+$217K	0.12%	41

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

Fee-Only Financial Planning's QQQ Position: Q2 2026 in Review

Fee-Only Financial Planning opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 315 shares worth $232K. The stake represents 0.12% of the portfolio and ranks #41 among its holdings.

3,979 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Fee-Only Financial Planning held 315 shares of Invesco QQQ Trust worth $232K as of Q2 2026.
Invesco QQQ Trust was a new Fee-Only Financial Planning position in Q2 2026.
Invesco QQQ Trust made up 0.12% of Fee-Only Financial Planning's portfolio in Q2 2026, its #41 holding.
3,979 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.