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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
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
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

Midwest Professional Planners Ltd (MPPL)'s QQQ Position: Q1 2026 in Review

Midwest Professional Planners Ltd (MPPL) increased its Invesco QQQ Trust (QQQ) stake by 6% in Q1 2026, buying an estimated $198K and bringing the position to 5,773 shares worth $3.33M. The position accounts for 0.78% of the portfolio, ranked #42.

Midwest Professional Planners Ltd (MPPL) first reported a position in QQQ in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.36M in Q4 2021. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Midwest Professional Planners Ltd (MPPL) held 5,773 shares of Invesco QQQ Trust worth $3.33M as of Q1 2026.
  • Midwest Professional Planners Ltd (MPPL) bought 326 Invesco QQQ Trust shares in Q1 2026, an estimated $198K.
  • Invesco QQQ Trust made up 0.78% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q1 2026, its #42 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 20 quarters since.
  • Midwest Professional Planners Ltd (MPPL)'s Invesco QQQ Trust position peaked at $4.36M in Q4 2021.
  • 3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2026, filed 5 May 2026.