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Green Ridge Wealth Planning’s Invesco QQQ Trust QQQ Stock Holding History

Green Ridge Wealth 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
Q3 		$29.1M Buy
39,349
+1,242
+3% +$887K 11.68% 1
2026
Q2 		$28.1M Buy
38,107
+1,214
+3% +$835K 11.8% 1
2026
Q1 		$21.3M Buy
36,893
+353
+1% +$214K 11.21% 1
2025
Q4 		$22.4M Buy
+36,540
New +$22.4M 11.48% 1

Other funds holding QQQ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return

Green Ridge Wealth Planning's QQQ Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its Invesco QQQ Trust (QQQ) stake by 3.3% in Q3 2026, buying an estimated $887K and bringing the position to 39,349 shares worth $29.1M. The position accounts for 11.68% of the portfolio, ranked #1.

Green Ridge Wealth Planning first reported a position in QQQ in Q4 2025 and has held it in 4 quarters since. 153 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Green Ridge Wealth Planning held 39,349 shares of Invesco QQQ Trust worth $29.1M as of Q3 2026.
  • Green Ridge Wealth Planning bought 1,242 Invesco QQQ Trust shares in Q3 2026, an estimated $887K.
  • Invesco QQQ Trust made up 11.68% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #1 holding.
  • Green Ridge Wealth Planning first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 4 quarters since.
  • 153 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.