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Leading Edge Financial Planning’s Invesco QQQ Trust QQQ Stock Holding History

Leading Edge 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
Q1 		$1.52M Buy
2,625
+136
+5% +$82.6K 0.32% 23
2025
Q4 		$1.53M Sell
2,489
-5
-0.2% -$3.07K 0.35% 22
2025
Q3 		$1.5M Sell
2,494
-4
-0.2% -$2.29K 0.38% 23
2025
Q2 		$1.38M Sell
2,498
-38
-1% -$18.9K 0.38% 23
2025
Q1 		$1.19M Buy
2,536
+30
+1% +$15.2K 0.37% 23
2024
Q4 		$1.28M Sell
2,506
-26
-1% -$13.2K 0.42% 22
2024
Q3 		$1.24M Sell
2,532
-10
-0.4% -$4.73K 0.41% 24
2024
Q2 		$1.22M Buy
2,542
+41
+2% +$18.4K 0.49% 21
2024
Q1 		$1.11M Sell
2,501
-400
-14% -$172K 0.49% 20
2023
Q4 		$1.19M Sell
2,901
-167
-5% -$63.4K 0.62% 20
2023
Q3 		$1.1M Sell
3,068
-316
-9% -$117K 0.7% 24
2023
Q2 		$1.25M Sell
3,384
-421
-11% -$142K 0.82% 18
2023
Q1 		$1.22M Sell
3,805
-35
-0.9% -$10.3K 0.88% 17
2022
Q4 		$1.02M Buy
+3,840
New +$1.06M 0.88% 20

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Leading Edge Financial Planning's QQQ Position: Q1 2026 in Review

Leading Edge Financial Planning increased its Invesco QQQ Trust (QQQ) stake by 5.5% in Q1 2026, buying an estimated $82.6K and bringing the position to 2,625 shares worth $1.52M. The position accounts for 0.32% of the portfolio, ranked #23.

Leading Edge Financial Planning first reported a position in QQQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.53M in Q4 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Leading Edge Financial Planning held 2,625 shares of Invesco QQQ Trust worth $1.52M as of Q1 2026.
  • Leading Edge Financial Planning bought 136 Invesco QQQ Trust shares in Q1 2026, an estimated $82.6K.
  • Invesco QQQ Trust made up 0.32% of Leading Edge Financial Planning's portfolio in Q1 2026, its #23 holding.
  • Leading Edge Financial Planning first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 14 quarters since.
  • Leading Edge Financial Planning's Invesco QQQ Trust position peaked at $1.53M in Q4 2025.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.