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

Retirement Planning Group (New York)’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	$10.6M	Sell	18,422 -664	-3%	-$403K	6.85%	2
2025 Q4	$11.7M	Sell	19,086 -383	-2%	-$235K	8%	2
2025 Q3	$11.7M	Buy	19,469 +293	+2%	+$168K	8.75%	1
2025 Q2	$10.6M	Buy	19,176 +421	+2%	+$209K	9.31%	1
2025 Q1	$8.79M	Sell	18,755 -197	-1%	-$100K	8.95%	1
2024 Q4	$9.69M	Buy	+18,952	New	+$9.59M	10.66%	1

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 (New York)'s QQQ Position: Q1 2026 in Review

Retirement Planning Group (New York) reduced its Invesco QQQ Trust (QQQ) stake by 3.5% in Q1 2026, selling an estimated $403K and leaving 18,422 shares worth $10.6M. The position accounts for 6.85% of the portfolio, ranked #2.

Retirement Planning Group (New York) first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.7M in Q4 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Retirement Planning Group (New York) held 18,422 shares of Invesco QQQ Trust worth $10.6M as of Q1 2026.
Retirement Planning Group (New York) sold 664 Invesco QQQ Trust shares in Q1 2026, an estimated $403K.
Invesco QQQ Trust made up 6.85% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #2 holding.
Retirement Planning Group (New York) first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
Retirement Planning Group (New York)'s Invesco QQQ Trust position peaked at $11.7M in Q4 2025.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.