PlanWiser Financial’s Invesco QQQ Trust QQQ Stock Holding History

PlanWiser 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	$272K	Hold	426	–	–	0.2%	45
2025 Q4	$263K	Hold	426	–	–	0.2%	45
2025 Q3	$269K	Hold	426	–	–	0.21%	45
2025 Q2	$242K	Hold	426	–	–	0.21%	43
2025 Q1	$206K	Buy	+426	New	+$216K	0.19%	47

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

PlanWiser Financial's QQQ Position: Q1 2026 in Review

PlanWiser Financial held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 426 shares worth $272K. The position accounts for 0.2% of the portfolio, ranked #45.

PlanWiser Financial first reported a position in QQQ in Q1 2025 and has held it in 5 quarters since. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

PlanWiser Financial held 426 shares of Invesco QQQ Trust worth $272K as of Q1 2026.
PlanWiser Financial left its Invesco QQQ Trust share count unchanged in Q1 2026.
Invesco QQQ Trust made up 0.2% of PlanWiser Financial's portfolio in Q1 2026, its #45 holding.
PlanWiser Financial first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 5 quarters since.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.