Plan Group Financial’s Invesco QQQ Trust QQQ Stock Holding History

Plan Group Financial’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	$2.02M	Buy	3,502 +294	+9%	+$179K	0.47%	68
2025 Q4	$1.97M	Sell	3,208 -7,446	-70%	-$4.57M	0.51%	64
2025 Q3	$6.4M	Buy	10,654 +1,884	+21%	+$1.08M	1.72%	11
2025 Q2	$4.84M	Buy	8,770 +8,194	+1,423%	+$4.08M	1.59%	12
2025 Q1	$270K	Buy	+576	New	+$293K	0.1%	124
2024 Q4	–	Sell	-451	Closed	-$220K	–	118
2024 Q3	$220K	Buy	+451	New	+$213K	0.12%	103

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Plan Group Financial's QQQ Position: Q1 2026 in Review

Plan Group Financial increased its Invesco QQQ Trust (QQQ) stake by 9.2% in Q1 2026, buying an estimated $179K and bringing the position to 3,502 shares worth $2.02M. The position accounts for 0.47% of the portfolio, ranked #68.

Plan Group Financial first reported a position in QQQ in Q3 2024 and has held it in 6 quarters since. The position peaked at $6.4M in Q3 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Plan Group Financial held 3,502 shares of Invesco QQQ Trust worth $2.02M as of Q1 2026.
Plan Group Financial bought 294 Invesco QQQ Trust shares in Q1 2026, an estimated $179K.
Invesco QQQ Trust made up 0.47% of Plan Group Financial's portfolio in Q1 2026, its #68 holding.
Plan Group Financial first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 6 quarters since.
Plan Group Financial's Invesco QQQ Trust position peaked at $6.4M in Q3 2025.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.