Keeler & Nadler Financial Planning & Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Keeler & Nadler Financial Planning & Wealth 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	$478K	Buy	649 +13	+2%	+$8.94K	0.14%	56
2026 Q1	$367K	Buy	636 +60	+10%	+$36.5K	0.12%	63
2025 Q4	$354K	Buy	576 +17	+3%	+$10.4K	0.12%	57
2025 Q3	$335K	Buy	559 +108	+24%	+$61.8K	0.12%	56
2025 Q2	$249K	Buy	+451	New	+$224K	0.1%	65
2025 Q1	–	Sell	-411	Closed	-$210K	–	72
2024 Q4	$210K	Buy	+411	New	+$208K	0.1%	66

Other funds holding QQQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's QQQ Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 2% in Q2 2026, buying an estimated $8.94K and bringing the position to 649 shares worth $478K. The position accounts for 0.14% of the portfolio, ranked #56.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. 2,981 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 649 shares of Invesco QQQ Trust worth $478K as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management bought 13 Invesco QQQ Trust shares in Q2 2026, an estimated $8.94K.
Invesco QQQ Trust made up 0.14% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #56 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
2,981 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.