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Planned Solutions, Inc. QQQ Position History
Invesco QQQ Trust • Technology
Quarters held
5
Latest value
$13.8M
Q3 2026
Peak value
$15.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.9M |
| Q4 2025 | $13.4M |
| Q1 2026 | $12.4M |
| Q2 2026 | $15.8M |
| Q3 2026 | $13.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.8M | 18.6K | — | — |
| Q2 2026 | $15.8M | 21.4K | — | — |
| Q1 2026 | $12.4M | 21.4K | — | — |
| Q4 2025 | $13.4M | 21.8K | — | — |
| Q3 2025 | $12.9M | 21.5K | — | — |
Other funds holding QQQ
$8.6B
$6.9B
$6.9B
$6.7B
$6.4B
Other Planned Solutions, Inc. positions
ETHA
$39.2MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$36.3MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$32.5MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$32.2MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
SCHW-PJ
$32.2MSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
HODL
$30.2MVANECK MORNINGSTAR WIDE MOAT ETF
SCHW-PJ
$30.2MSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
HODL
$30MVANECK MORNINGSTAR WIDE MOAT ETF