Wrenne Financial Planning’s Invesco QQQ Trust QQQ Stock Holding History

Wrenne Financial 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 Q2	$677K	Hold	920	–	–	0.23%	30
2026 Q1	$531K	Sell	920 -11	-1%	-$6.68K	0.21%	29
2025 Q4	$572K	Buy	931 +19	+2%	+$11.7K	0.23%	29
2025 Q3	$548K	Hold	912	–	–	0.23%	28
2025 Q2	$503K	Sell	912 -120	-12%	-$59.7K	0.24%	28
2025 Q1	$484K	Buy	1,032 +170	+20%	+$86.4K	0.26%	27
2024 Q4	$441K	Hold	862	–	–	0.25%	26
2024 Q3	$421K	Sell	862 -30	-3%	-$14.2K	0.25%	25
2024 Q2	$427K	Buy	+892	New	+$401K	0.29%	26

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Wrenne Financial Planning's QQQ Position: Q2 2026 in Review

Wrenne Financial Planning held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 920 shares worth $677K. The position accounts for 0.23% of the portfolio, ranked #30.

Wrenne Financial Planning first reported a position in QQQ in Q2 2024 and has held it in 9 quarters since. 1,897 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Wrenne Financial Planning held 920 shares of Invesco QQQ Trust worth $677K as of Q2 2026.
Wrenne Financial Planning left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.23% of Wrenne Financial Planning's portfolio in Q2 2026, its #30 holding.
Wrenne Financial Planning first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 9 quarters since.
1,897 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.