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Journey Retirement Planning & Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Journey Retirement Planning & Investment Management’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 		$273K Buy
371
+6
+2% +$4.13K 0.21% 118
2026
Q1 		$211K Sell
365
-556
-60% -$338K 0.19% 128
2025
Q4 		$566K Buy
+921
New +$565K 0.12% 139

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Journey Retirement Planning & Investment Management's QQQ Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Invesco QQQ Trust (QQQ) stake by 1.6% in Q2 2026, buying an estimated $4.13K and bringing the position to 371 shares worth $273K. The position accounts for 0.21% of the portfolio, ranked #118.

Journey Retirement Planning & Investment Management first reported a position in QQQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $566K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 371 shares of Invesco QQQ Trust worth $273K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 6 Invesco QQQ Trust shares in Q2 2026, an estimated $4.13K.
  • Invesco QQQ Trust made up 0.21% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #118 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Invesco QQQ Trust position peaked at $566K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.