Retirement Planning Group (Kansas)’s Invesco QQQ Trust QQQ Stock Holding History

Retirement Planning Group (Kansas)’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	$21.8M	Sell	37,789 -3,458	-8%	-$2.1M	0.68%	20
2025 Q4	$25.3M	Sell	41,247 -1,990	-5%	-$1.22M	0.83%	20
2025 Q3	$26M	Buy	43,237 +4,708	+12%	+$2.7M	0.9%	21
2025 Q2	$21.3M	Sell	38,529 -845	-2%	-$420K	0.9%	22
2025 Q1	$18.5M	Buy	39,374 +870	+2%	+$442K	0.87%	23
2024 Q4	$19.7M	Sell	38,504 -4,912	-11%	-$2.48M	0.99%	21
2024 Q3	$21.2M	Buy	43,416 +12,458	+40%	+$5.9M	1.15%	22
2024 Q2	$14.8M	Buy	30,958 +645	+2%	+$290K	0.94%	21
2024 Q1	$13.5M	Buy	+30,313	New	+$13M	1.03%	17
2022 Q4	–	Sell	-6,584	Closed	-$1.76M	–	144
2022 Q3	$1.76M	Buy	+6,584	New	+$1.99M	0.22%	37

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

Retirement Planning Group (Kansas)'s QQQ Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Invesco QQQ Trust (QQQ) stake by 8.4% in Q1 2026, selling an estimated $2.1M and leaving 37,789 shares worth $21.8M. The position accounts for 0.68% of the portfolio, ranked #20.

Retirement Planning Group (Kansas) first reported a position in QQQ in Q3 2022 and has held it in 10 quarters since. The position peaked at $26M in Q3 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Retirement Planning Group (Kansas) held 37,789 shares of Invesco QQQ Trust worth $21.8M as of Q1 2026.
Retirement Planning Group (Kansas) sold 3,458 Invesco QQQ Trust shares in Q1 2026, an estimated $2.1M.
Invesco QQQ Trust made up 0.68% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #20 holding.
Retirement Planning Group (Kansas) first reported a position in Invesco QQQ Trust in Q3 2022 and has held it in 10 quarters since.
Retirement Planning Group (Kansas)'s Invesco QQQ Trust position peaked at $26M in Q3 2025.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.