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Zynergy Retirement Planning’s Invesco QQQ Trust QQQ Stock Holding History

Zynergy Retirement 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 		$1.06M Hold
1,438
– – 0.57% 12
2026
Q1 		$830K Sell
1,438
-5
-0.3% -$3.04K 0.5% 13
2025
Q4 		$886K Sell
1,443
-37
-3% -$22.7K 0.55% 12
2025
Q3 		$889K Hold
1,480
– – 0.56% 12
2025
Q2 		$816K Hold
1,480
– – 0.55% 12
2025
Q1 		$757K Hold
1,480
– – 0.54% 11
2024
Q4 		$722K Hold
1,480
– – 0.51% 11
2024
Q3 		$722K Hold
1,480
– – 0.51% 11
2024
Q2 		$709K Buy
+1,480
New +$666K 0.54% 12

Other funds holding QQQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Zynergy Retirement Planning's QQQ Position: Q2 2026 in Review

Zynergy Retirement Planning held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 1,438 shares worth $1.06M. The position accounts for 0.57% of the portfolio, ranked #12.

Zynergy Retirement Planning first reported a position in QQQ in Q2 2024 and has held it in 9 quarters since. 2,220 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Zynergy Retirement Planning held 1,438 shares of Invesco QQQ Trust worth $1.06M as of Q2 2026.
  • Zynergy Retirement Planning left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.57% of Zynergy Retirement Planning's portfolio in Q2 2026, its #12 holding.
  • Zynergy Retirement Planning first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 9 quarters since.
  • 2,220 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.