Midwest Professional Planners Ltd (MPPL)’s Invesco QQQ Trust QQQ Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	$3.9M	Sell	5,295 -478	-8%	-$329K	0.76%	43
2026 Q1	$3.33M	Buy	5,773 +326	+6%	+$198K	0.78%	42
2025 Q4	$3.35M	Sell	5,447 -51	-0.9%	-$31.3K	0.79%	41
2025 Q3	$3.3M	Sell	5,498 -222	-4%	-$127K	0.81%	43
2025 Q2	$3.16M	Buy	5,720 +371	+7%	+$185K	0.83%	40
2025 Q1	$2.51M	Buy	5,349 +104	+2%	+$52.8K	0.78%	42
2024 Q4	$2.68M	Sell	5,245 -300	-5%	-$152K	0.8%	38
2024 Q3	$2.71M	Sell	5,545 -267	-5%	-$126K	0.83%	35
2024 Q2	$2.78M	Buy	+5,812	New	+$2.61M	0.93%	27
2023 Q4	–	Sell	-7,488	Closed	-$2.68M	–	136
2023 Q3	$2.68M	Buy	7,488 +2,005	+37%	+$744K	1.21%	22
2023 Q2	$2.03M	Buy	+5,483	New	+$1.85M	0.89%	31
2022 Q1	–	Sell	-10,957	Closed	-$4.36M	–	126
2021 Q4	$4.36M	Buy	10,957 +6,178	+129%	+$2.39M	2.12%	10
2021 Q3	$1.71M	Buy	+4,779	New	+$1.76M	0.91%	30
2021 Q2	–	Sell	-12,108	Closed	-$2.31M	–	123
2021 Q1	$2.31M	Buy	+12,108	New	+$3.87M	2.28%	12
2020 Q4	–	Sell	-3,093	Closed	-$859K	–	117
2020 Q3	$859K	Sell	3,093 -6,271	-67%	-$1.7M	0.6%	48
2020 Q2	$2.32M	Sell	9,364 -2,744	-23%	-$615K	1.83%	12
2020 Q1	$2.31M	Buy	12,108 +7,029	+138%	+$1.49M	2.28%	13
2019 Q4	$1.08M	Buy	+5,079	New	+$1.02M	0.88%	32
2018 Q3	–	Sell	-2,428	Closed	-$417K	–	246
2018 Q2	$417K	Sell	2,428 -14,487	-86%	-$2.43M	0.37%	53
2018 Q1	$2.71M	Buy	16,915 +782	+5%	+$129K	2.44%	10
2017 Q4	$2.51M	Buy	+16,133	New	+$2.46M	2.29%	14

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s QQQ Position: Q2 2026 in Review

Midwest Professional Planners Ltd (MPPL) reduced its Invesco QQQ Trust (QQQ) stake by 8.3% in Q2 2026, selling an estimated $329K and leaving 5,295 shares worth $3.9M. The position accounts for 0.76% of the portfolio, ranked #43.

Midwest Professional Planners Ltd (MPPL) first reported a position in QQQ in Q4 2017 and has held it in 21 quarters since. The position peaked at $4.36M in Q4 2021. 4,012 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 5,295 shares of Invesco QQQ Trust worth $3.9M as of Q2 2026.
Midwest Professional Planners Ltd (MPPL) sold 478 Invesco QQQ Trust shares in Q2 2026, an estimated $329K.
Invesco QQQ Trust made up 0.76% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #43 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 21 quarters since.
Midwest Professional Planners Ltd (MPPL)'s Invesco QQQ Trust position peaked at $4.36M in Q4 2021.
4,012 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.