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

Financial Planning Hawaii’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 		$2.1M Buy
2,854
+372
+15% +$256K 1.13% 24
2026
Q1 		$1.43M Sell
2,482
-210
-8% -$128K 0.84% 34
2025
Q4 		$1.65M Buy
+2,692
New +$1.65M 0.95% 28

Other funds holding QQQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Financial Planning Hawaii increased its Invesco QQQ Trust (QQQ) stake by 15% in Q2 2026, buying an estimated $256K and bringing the position to 2,854 shares worth $2.1M. The position accounts for 1.13% of the portfolio, ranked #24.

Financial Planning Hawaii first reported a position in QQQ in Q4 2025 and has held it in 3 quarters since. 2,664 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Financial Planning Hawaii held 2,854 shares of Invesco QQQ Trust worth $2.1M as of Q2 2026.
  • Financial Planning Hawaii bought 372 Invesco QQQ Trust shares in Q2 2026, an estimated $256K.
  • Invesco QQQ Trust made up 1.13% of Financial Planning Hawaii's portfolio in Q2 2026, its #24 holding.
  • Financial Planning Hawaii first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 3 quarters since.
  • 2,664 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.