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Momentum Wealth Planning’s Invesco QQQ Trust QQQ Stock Holding History

Momentum Wealth 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 		$1.06M Buy
421
+34
+9% +$23.4K 0.78% 18
2026
Q1 		$710K Buy
+387
New +$235K 0.63% 27
2025
Q4 		– Sell
-325
Closed -$328K – 44
2025
Q3 		$328K Buy
+325
New +$186K 0.26% 34

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Momentum Wealth Planning's QQQ Position: Q2 2026 in Review

Momentum Wealth Planning reduced its Invesco QQQ Trust (QQQ) stake by 0.2% in Q2 2026, selling an estimated $44K and leaving 32,308 shares worth $23.8M. The position accounts for 17.42% of the portfolio, ranked #2.

Momentum Wealth Planning first reported a position in QQQ in Q2 2025 and has held it in 5 quarters since. 2,803 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Momentum Wealth Planning held 32,308 shares of Invesco QQQ Trust worth $23.8M as of Q2 2026.
  • Momentum Wealth Planning sold 64 Invesco QQQ Trust shares in Q2 2026, an estimated $44K.
  • Invesco QQQ Trust made up 17.42% of Momentum Wealth Planning's portfolio in Q2 2026, its #2 holding.
  • Momentum Wealth Planning first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 5 quarters since.
  • 2,803 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.