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

Lakeshore 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
2026
Q2 		$5.58M Sell
7,581
-17
-0.2% -$11.7K 1.8% 13
2026
Q1 		$4.39M Buy
7,598
+167
+2% +$101K 1.59% 13
2025
Q4 		$4.57M Buy
7,431
+65
+0.9% +$39.9K 1.63% 12
2025
Q3 		$4.42M Sell
7,366
-114
-2% -$65.3K 1.64% 13
2025
Q2 		$4.13M Buy
7,480
+332
+5% +$165K 1.66% 12
2025
Q1 		$3.35M Buy
7,148
+7
+0.1% +$3.56K 1.4% 13
2024
Q4 		$3.65M Sell
7,141
-14
-0.2% -$7.08K 1.56% 13
2024
Q3 		$3.49M Buy
7,155
+721
+11% +$341K 1.54% 13
2024
Q2 		$3.08M Buy
6,434
+462
+8% +$208K 1.51% 13
2024
Q1 		$2.65M Buy
5,972
+274
+5% +$117K 1.34% 14
2023
Q4 		$2.33M Buy
5,698
+290
+5% +$110K 1.3% 14
2023
Q3 		$1.94M Buy
+5,408
New +$2.01M 1.1% 15

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

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

Lakeshore Financial Planning reduced its Invesco QQQ Trust (QQQ) stake by 0.22% in Q2 2026, selling an estimated $11.7K and leaving 7,581 shares worth $5.58M. The position accounts for 1.8% of the portfolio, ranked #13.

Lakeshore Financial Planning first reported a position in QQQ in Q3 2023 and has held it in 12 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Lakeshore Financial Planning held 7,581 shares of Invesco QQQ Trust worth $5.58M as of Q2 2026.
  • Lakeshore Financial Planning sold 17 Invesco QQQ Trust shares in Q2 2026, an estimated $11.7K.
  • Invesco QQQ Trust made up 1.8% of Lakeshore Financial Planning's portfolio in Q2 2026, its #13 holding.
  • Lakeshore Financial Planning first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 12 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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