New England Professional Planning Group’s Invesco QQQ Trust QQQ Stock Holding History

New England Professional Planning Group’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	$450K	Buy	611 +217	+55%	+$149K	0.17%	27
2026 Q1	$227K	Hold	394	–	–	0.1%	42
2025 Q4	$242K	Buy	+394	New	+$242K	0.1%	44
2025 Q3	–	Sell	-393	Closed	-$217K	–	46
2025 Q2	$217K	Sell	393 -427	-52%	-$212K	0.1%	45
2025 Q1	$385K	Buy	+820	New	+$417K	0.19%	24
2024 Q4	–	Sell	-507	Closed	-$247K	–	52
2024 Q3	$247K	Sell	507 -381	-43%	-$180K	0.12%	38
2024 Q2	$425K	Hold	888	–	–	0.22%	22
2024 Q1	$394K	Hold	888	–	–	0.21%	23
2023 Q4	$364K	Buy	+888	New	+$337K	0.21%	24

Other funds holding QQQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New England Professional Planning Group's QQQ Position: Q2 2026 in Review

New England Professional Planning Group increased its Invesco QQQ Trust (QQQ) stake by 55% in Q2 2026, buying an estimated $149K and bringing the position to 611 shares worth $450K. The position accounts for 0.17% of the portfolio, ranked #27.

New England Professional Planning Group first reported a position in QQQ in Q4 2023 and has held it in 9 quarters since. 2,417 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

New England Professional Planning Group held 611 shares of Invesco QQQ Trust worth $450K as of Q2 2026.
New England Professional Planning Group bought 217 Invesco QQQ Trust shares in Q2 2026, an estimated $149K.
Invesco QQQ Trust made up 0.17% of New England Professional Planning Group's portfolio in Q2 2026, its #27 holding.
New England Professional Planning Group first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 9 quarters since.
2,417 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.