Planning Strategies Inc.’s Invesco QQQ Trust QQQ Stock Holding History

Planning Strategies Inc.’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	$796K	Buy	+1,080	New	+$743K	0.5%	31

Other funds holding QQQ

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Planning Strategies Inc.'s QQQ Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 1,080 shares worth $796K. The stake represents 0.5% of the portfolio and ranks #31 among its holdings.

1,761 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Planning Strategies Inc. held 1,080 shares of Invesco QQQ Trust worth $796K as of Q2 2026.
Invesco QQQ Trust was a new Planning Strategies Inc. position in Q2 2026.
Invesco QQQ Trust made up 0.5% of Planning Strategies Inc.'s portfolio in Q2 2026, its #31 holding.
1,761 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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