Planned Solutions’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Planned Solutions’s Portfolio QQQM Stock Details QQQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$531K	Sell	1,754 -578	-25%	-$164K	0.15%	76
2026 Q1	$554K	Hold	2,332	–	–	0.18%	63
2025 Q4	$590K	Sell	2,332 -151	-6%	-$38.1K	0.19%	64
2025 Q3	$614K	Sell	2,483 -380	-13%	-$89.6K	0.21%	55
2025 Q2	$650K	Buy	+2,863	New	+$586K	0.25%	51
2024 Q4	–	Sell	-9	Closed	-$1.81K	–	507
2024 Q3	$1.81K	Buy	+9	New	+$1.75K	﹤0.01%	554
2024 Q1	–	Sell	-9	Closed	-$1.52K	–	436
2023 Q4	$1.52K	Buy	+9	New	+$1.41K	﹤0.01%	517

Other funds holding QQQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Planned Solutions's QQQM Position: Q2 2026 in Review

Planned Solutions reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 25% in Q2 2026, selling an estimated $164K and leaving 1,754 shares worth $531K. The position accounts for 0.15% of the portfolio, ranked #76.

Planned Solutions first reported a position in QQQM in Q4 2023 and has held it in 7 quarters since. The position peaked at $650K in Q2 2025. 1,348 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Planned Solutions held 1,754 shares of Invesco NASDAQ 100 ETF worth $531K as of Q2 2026.
Planned Solutions sold 578 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $164K.
Invesco NASDAQ 100 ETF made up 0.15% of Planned Solutions's portfolio in Q2 2026, its #76 holding.
Planned Solutions first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and has held it in 7 quarters since.
Planned Solutions's Invesco NASDAQ 100 ETF position peaked at $650K in Q2 2025.
1,348 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

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