Financial Life Planners’s Invesco QQQ Trust QQQ Stock Holding History

Financial Life Planners’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	$39.3M	Buy	53,324 +1,362	+3%	+$937K	25.23%	1
2026 Q1	$30M	Sell	51,962 -149	-0.3%	-$90.5K	22.99%	1
2025 Q4	$32M	Buy	52,111 +1,183	+2%	+$726K	22.98%	1
2025 Q3	$30.6M	Buy	50,928 +1,641	+3%	+$940K	20.54%	1
2025 Q2	$27.2M	Buy	49,287 +3,607	+8%	+$1.79M	22.12%	1
2025 Q1	$21.4M	Sell	45,680 -521	-1%	-$265K	20.85%	1
2024 Q4	$23.6M	Buy	+46,201	New	+$23.4M	19.8%	1

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Financial Life Planners's QQQ Position: Q2 2026 in Review

Financial Life Planners increased its Invesco QQQ Trust (QQQ) stake by 2.6% in Q2 2026, buying an estimated $937K and bringing the position to 53,324 shares worth $39.3M. The position accounts for 25.23% of the portfolio, ranked #1.

Financial Life Planners first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 2,060 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Financial Life Planners held 53,324 shares of Invesco QQQ Trust worth $39.3M as of Q2 2026.
Financial Life Planners bought 1,362 Invesco QQQ Trust shares in Q2 2026, an estimated $937K.
Invesco QQQ Trust made up 25.23% of Financial Life Planners's portfolio in Q2 2026, its #1 holding.
Financial Life Planners first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
2,060 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.