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Platt Investment Counsel’s Invesco QQQ Trust QQQ Stock Holding History

Platt Investment Counsel’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
Q3 		$22.1M Sell
29,938
-6,685
-18% -$4.78M 15.24% 2
2026
Q2 		$27M Sell
36,623
-254
-0.7% -$175K 18.07% 2
2026
Q1 		$21.3M Sell
36,877
-5,878
-14% -$3.57M 16.39% 2
2025
Q4 		$26.3M Sell
42,755
-403
-0.9% -$247K 19.41% 2
2025
Q3 		$25.9M Buy
43,158
+4,119
+11% +$2.36M 20.41% 2
2025
Q2 		$21.5M Sell
39,039
-660
-2% -$328K 20.46% 2
2025
Q1 		$18.6M Buy
39,699
+717
+2% +$364K 18.37% 2
2024
Q4 		$19.9M Sell
38,982
-6,164
-14% -$3.12M 19.02% 2
2024
Q3 		$22M Buy
45,146
+1,002
+2% +$474K 19.56% 2
2024
Q2 		$21.1M Buy
44,144
+708
+2% +$318K 20.34% 2
2024
Q1 		$19.3M Sell
43,436
-1,044
-2% -$448K 18.38% 2
2023
Q4 		$18.2M Buy
44,480
+2,541
+6% +$965K 18.88% 2
2023
Q3 		$15M Sell
41,939
-307
-0.7% -$114K 17.93% 2
2023
Q2 		$15.6M Buy
42,246
+9,802
+30% +$3.3M 17.71% 2
2023
Q1 		$10.4M Buy
32,444
+478
+1% +$141K 13.92% 5
2022
Q4 		$8.51M Buy
31,966
+427
+1% +$118K 12.1% 6
2022
Q3 		$8.43M Buy
31,539
+8,277
+36% +$2.5M 12.24% 5
2022
Q2 		$6.52M Buy
23,262
+97
+0.4% +$30.1K 8.86% 6
2022
Q1 		$8.4M Sell
23,165
-411
-2% -$146K 7.81% 6
2021
Q4 		$9.38M Sell
23,576
-254
-1% -$98.1K 8% 6
2021
Q3 		$8.53M Buy
23,830
+179
+0.8% +$65.9K 7.57% 6
2021
Q2 		$8.38M Sell
23,651
-1,254
-5% -$422K 7.21% 6
2021
Q1 		$7.95M Sell
24,905
-20,002
-45% -$6.4M 7.11% 6
2020
Q4 		$14.1M Buy
+44,907
New +$13.2M 13.34% 3

Other funds holding QQQ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return

Platt Investment Counsel's QQQ Position: Q3 2026 in Review

Platt Investment Counsel reduced its Invesco QQQ Trust (QQQ) stake by 18% in Q3 2026, selling an estimated $4.78M and leaving 29,938 shares worth $22.1M. The position accounts for 15.24% of the portfolio, ranked #2.

Platt Investment Counsel first reported a position in QQQ in Q4 2020 and has held it in 24 quarters since. The position peaked at $27M in Q2 2026. 153 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Platt Investment Counsel held 29,938 shares of Invesco QQQ Trust worth $22.1M as of Q3 2026.
  • Platt Investment Counsel sold 6,685 Invesco QQQ Trust shares in Q3 2026, an estimated $4.78M.
  • Invesco QQQ Trust made up 15.24% of Platt Investment Counsel's portfolio in Q3 2026, its #2 holding.
  • Platt Investment Counsel first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 24 quarters since.
  • Platt Investment Counsel's Invesco QQQ Trust position peaked at $27M in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Platt Investment Counsel's 13F filing for Q3 2026, filed 7 Oct 2026.