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 Q2	$31.4M	Buy	42,635 +4,846	+13%	+$3.33M	0.8%	18
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Retirement Planning Group (Kansas)'s QQQ Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Invesco QQQ Trust (QQQ) stake by 13% in Q2 2026, buying an estimated $3.33M and bringing the position to 42,635 shares worth $31.4M. The position accounts for 0.8% of the portfolio, ranked #18.

Retirement Planning Group (Kansas) first reported a position in QQQ in Q3 2022 and has held it in 11 quarters since. 4,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Retirement Planning Group (Kansas) held 42,635 shares of Invesco QQQ Trust worth $31.4M as of Q2 2026.
Retirement Planning Group (Kansas) bought 4,846 Invesco QQQ Trust shares in Q2 2026, an estimated $3.33M.
Invesco QQQ Trust made up 0.8% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #18 holding.
Retirement Planning Group (Kansas) first reported a position in Invesco QQQ Trust in Q3 2022 and has held it in 11 quarters since.
4,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.