Northeast Planning Associates NH’s Invesco QQQ Trust QQQ Stock Holding History

Northeast Planning Associates NH’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	$827K	Buy	1,159 +6	+0.5%	+$4.13K	0.62%	30
2026 Q1	$665K	Hold	1,153	–	–	0.45%	26
2025 Q4	$708K	Hold	1,153	–	–	0.5%	26
2025 Q3	$692K	Hold	1,153	–	–	0.59%	23
2025 Q2	$636K	Hold	1,153	–	–	0.59%	24
2025 Q1	$541K	Hold	1,153	–	–	0.45%	26
2024 Q4	$589K	Buy	+1,153	New	+$583K	0.61%	23

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KAS

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Northeast Planning Associates NH's QQQ Position: Q2 2026 in Review

Northeast Planning Associates NH increased its Invesco QQQ Trust (QQQ) stake by 0.52% in Q2 2026, buying an estimated $4.13K and bringing the position to 1,159 shares worth $827K. The position accounts for 0.62% of the portfolio, ranked #30.

Northeast Planning Associates NH first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Northeast Planning Associates NH held 1,159 shares of Invesco QQQ Trust worth $827K as of Q2 2026.
Northeast Planning Associates NH bought 6 Invesco QQQ Trust shares in Q2 2026, an estimated $4.13K.
Invesco QQQ Trust made up 0.62% of Northeast Planning Associates NH's portfolio in Q2 2026, its #30 holding.
Northeast Planning Associates NH first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.