Planning Center Inc’s Invesco QQQ Trust QQQ Stock Holding History

Planning Center Inc’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	$344K	Buy	+467	New	+$321K	0.03%	59

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

Planning Center Inc's QQQ Position: Q2 2026 in Review

Planning Center Inc opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 467 shares worth $344K. The stake represents 0.03% of the portfolio and ranks #59 among its holdings.

2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Planning Center Inc held 467 shares of Invesco QQQ Trust worth $344K as of Q2 2026.
Invesco QQQ Trust was a new Planning Center Inc position in Q2 2026.
Invesco QQQ Trust made up 0.03% of Planning Center Inc's portfolio in Q2 2026, its #59 holding.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.