Plan A Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Plan A Wealth’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 Q3	$625K	Buy	+845	New	+$604K	0.22%	68

Other funds holding QQQ

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plan A Wealth's QQQ Position: Q3 2026 in Review

Plan A Wealth opened a new position in Invesco QQQ Trust (QQQ) in Q3 2026: 845 shares worth $625K. The stake represents 0.22% of the portfolio and ranks #68 among its holdings.

816 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Plan A Wealth held 845 shares of Invesco QQQ Trust worth $625K as of Q3 2026.
Invesco QQQ Trust was a new Plan A Wealth position in Q3 2026.
Invesco QQQ Trust made up 0.22% of Plan A Wealth's portfolio in Q3 2026, its #68 holding.
816 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.