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Planned Solutions’s Invesco QQQ Trust QQQ Stock Holding History

Planned Solutions’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 		$15.8M Buy
21,415
+15
+0.1% +$10.3K 4.52% 7
2026
Q1 		$12.4M Sell
21,400
-409
-2% -$248K 4.04% 7
2025
Q4 		$13.4M Buy
21,809
+296
+1% +$182K 4.3% 7
2025
Q3 		$12.9M Sell
21,513
-742
-3% -$425K 4.44% 7
2025
Q2 		$12.3M Sell
22,255
-9,892
-31% -$4.92M 4.67% 6
2025
Q1 		$15.1M Sell
32,147
-213
-0.7% -$108K 6.1% 5
2024
Q4 		$16.5M Buy
32,360
+14,071
+77% +$7.12M 6.67% 5
2024
Q3 		$8.93M Buy
18,289
+124
+0.7% +$58.7K 3.58% 9
2024
Q2 		$8.7M Sell
18,165
-17
-0.1% -$7.65K 4.21% 9
2024
Q1 		$8.07M Buy
18,182
+217
+1% +$93K 3.96% 9
2023
Q4 		$7.36M Sell
17,965
-638
-3% -$242K 3.44% 9
2023
Q3 		$6.67M Sell
18,603
-12
-0.1% -$4.45K 4.01% 9
2023
Q2 		$6.88M Buy
18,615
+752
+4% +$253K 4.06% 9
2023
Q1 		$5.73M Buy
17,863
+8,510
+91% +$2.51M 3.63% 10
2022
Q4 		$2.49M Sell
9,353
-172
-2% -$47.6K 1.82% 12
2022
Q3 		$2.55M Buy
9,525
+2,084
+28% +$629K 2.13% 12
2022
Q2 		$2.09M Sell
7,441
-31,539
-81% -$9.79M 1.95% 11
2022
Q1 		$14.1M Buy
38,980
+36,552
+1,505% +$13M 9.86% 3
2021
Q4 		$966K Buy
+2,428
New +$937K 0.65% 20
2021
Q2 		$641K Buy
1,808
+500
+38% +$168K 0.44% 28
2021
Q1 		$417K Hold
1,308
– – 0.33% 37
2020
Q4 		$410K Hold
1,308
– – 0.33% 32
2020
Q3 		$363K Buy
+1,308
New +$355K 0.35% 31

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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
AG
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
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

Planned Solutions's QQQ Position: Q2 2026 in Review

Planned Solutions increased its Invesco QQQ Trust (QQQ) stake by 0.07% in Q2 2026, buying an estimated $10.3K and bringing the position to 21,415 shares worth $15.8M. The position accounts for 4.52% of the portfolio, ranked #7.

Planned Solutions first reported a position in QQQ in Q3 2020 and has held it in 23 quarters since. The position peaked at $16.5M in Q4 2024. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Planned Solutions held 21,415 shares of Invesco QQQ Trust worth $15.8M as of Q2 2026.
  • Planned Solutions bought 15 Invesco QQQ Trust shares in Q2 2026, an estimated $10.3K.
  • Invesco QQQ Trust made up 4.52% of Planned Solutions's portfolio in Q2 2026, its #7 holding.
  • Planned Solutions first reported a position in Invesco QQQ Trust in Q3 2020 and has held it in 23 quarters since.
  • Planned Solutions's Invesco QQQ Trust position peaked at $16.5M in Q4 2024.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.