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Prosperity Planning’s Invesco QQQ Trust QQQ Stock Holding History

Prosperity Planning’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 		$733K Hold
991
– – 0.16% 71
2026
Q2 		$730K Sell
991
-12
-1% -$8.26K 0.17% 70
2026
Q1 		$579K Buy
+1,003
New +$609K 0.15% 72
2022
Q1 		– Hold
0
– – – 79
2021
Q4 		– Hold
0
– – – 73
2021
Q3 		– Hold
0
– – – 75
2021
Q2 		– Hold
0
– – – 71

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
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 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

Prosperity Planning's QQQ Position: Q3 2026 in Review

Prosperity Planning held its Invesco QQQ Trust (QQQ) position steady in Q3 2026 at 991 shares worth $733K. The position accounts for 0.16% of the portfolio, ranked #71.

Prosperity Planning first reported a position in QQQ in Q1 2026 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Prosperity Planning held 991 shares of Invesco QQQ Trust worth $733K as of Q3 2026.
  • Prosperity Planning left its Invesco QQQ Trust share count unchanged in Q3 2026.
  • Invesco QQQ Trust made up 0.16% of Prosperity Planning's portfolio in Q3 2026, its #71 holding.
  • Prosperity Planning first reported a position in Invesco QQQ Trust in Q1 2026 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.