XY Planning Network
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XY Planning Network’s Invesco QQQ Trust QQQ Stock Holding History

XY Planning Network’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
Q3 		$3.28M Buy
4,431
+601
+16% +$429K 0.35% 67
2026
Q2 		$2.82M Buy
3,830
+121
+3% +$83.2K 0.35% 67
2026
Q1 		$2.17M Buy
3,709
+179
+5% +$109K 0.35% 69
2025
Q4 		$2.17M Buy
3,530
+41
+1% +$25.2K 0.38% 66
2025
Q3 		$1.92M Hold
3,489
– – 0.66% 43
2025
Q2 		$1.92M Buy
3,489
+2,707
+346% +$1.35M 0.66% 43
2025
Q1 		$367K Buy
+782
New +$397K 0.24% 73

Other funds holding QQQ

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

XY Planning Network's QQQ Position: Q3 2026 in Review

XY Planning Network increased its Invesco QQQ Trust (QQQ) stake by 16% in Q3 2026, buying an estimated $429K and bringing the position to 4,431 shares worth $3.28M. The position accounts for 0.35% of the portfolio, ranked #67.

XY Planning Network first reported a position in QQQ in Q1 2025 and has held it in 7 quarters since. 1,451 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • XY Planning Network held 4,431 shares of Invesco QQQ Trust worth $3.28M as of Q3 2026.
  • XY Planning Network bought 601 Invesco QQQ Trust shares in Q3 2026, an estimated $429K.
  • Invesco QQQ Trust made up 0.35% of XY Planning Network's portfolio in Q3 2026, its #67 holding.
  • XY Planning Network first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 7 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.