Planning Strategies Inc.’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Planning Strategies Inc.’s Portfolio QQQM Stock Details QQQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.08K	Buy	+20	New	+$5.67K	﹤0.01%	398

Other funds holding QQQM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

KAS

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

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

Planning Strategies Inc. opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q2 2026: 20 shares worth $6.08K. The stake represents ﹤0.01% of the portfolio and ranks #398 among its holdings.

606 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Planning Strategies Inc. held 20 shares of Invesco NASDAQ 100 ETF worth $6.08K as of Q2 2026.
Invesco NASDAQ 100 ETF was a new Planning Strategies Inc. position in Q2 2026.
Invesco NASDAQ 100 ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #398 holding.
606 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

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