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Planning Solutions Group’s Invesco QQQ Trust QQQ Stock Holding History

Planning Solutions Group’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
2019
Q2 		$2.36M Buy
12,625
+43
+0.3% +$7.91K 1.21% 18
2019
Q1 		$2.26M Buy
12,582
+103
+0.8% +$17.5K 1.21% 19
2018
Q4 		$1.93M Buy
+12,479
New +$2.09M 1.17% 20

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Planning Solutions Group's QQQ Position: Q2 2019 in Review

Planning Solutions Group increased its Invesco QQQ Trust (QQQ) stake by 0.34% in Q2 2019, buying an estimated $7.91K and bringing the position to 12,625 shares worth $2.36M. The position accounts for 1.21% of the portfolio, ranked #18.

Planning Solutions Group first reported a position in QQQ in Q4 2018 and has held it in 3 quarters since. 1,265 funds tracked by Wall St. Rank hold QQQ as of Q2 2019.

  • Planning Solutions Group held 12,625 shares of Invesco QQQ Trust worth $2.36M as of Q2 2019.
  • Planning Solutions Group bought 43 Invesco QQQ Trust shares in Q2 2019, an estimated $7.91K.
  • Invesco QQQ Trust made up 1.21% of Planning Solutions Group's portfolio in Q2 2019, its #18 holding.
  • Planning Solutions Group first reported a position in Invesco QQQ Trust in Q4 2018 and has held it in 3 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.