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

Keener Financial 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
2025
Q4 		– Sell
-34
Closed -$20K – 163
2025
Q3 		$20K Hold
34
– – 0.01% 133
2025
Q2 		$18K Hold
34
– – 0.01% 134
2025
Q1 		$15K Sell
34
-111
-77% -$56.4K 0.01% 111
2024
Q4 		$74K Sell
145
-44
-23% -$22.3K 0.04% 77
2024
Q3 		$92K Hold
189
– – 0.06% 62
2024
Q2 		$90K Hold
189
– – 0.06% 67
2024
Q1 		$84K Hold
189
– – 0.06% 72
2023
Q4 		$77K Buy
+189
New +$71.7K 0.06% 76

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Keener Financial Planning's QQQ Position: Q4 2025 in Review

Keener Financial Planning sold out of Invesco QQQ Trust (QQQ) in Q4 2025, closing a stake of 34 shares — an estimated $20K sold.

Keener Financial Planning first reported a position in QQQ in Q4 2023 and held it in 8 quarters. The position peaked at $92K in Q3 2024. 3,860 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

  • Keener Financial Planning reported no remaining Invesco QQQ Trust position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 34 Invesco QQQ Trust shares in Q4 2025, an estimated $20K.
  • Keener Financial Planning first reported a position in Invesco QQQ Trust in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's Invesco QQQ Trust position peaked at $92K in Q3 2024.
  • 3,860 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.