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Retirement Planning Group, LLC → QQQ

Retirement Planning Group, LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
5
Latest value
$29.8M
Q3 2026
Peak value
$31.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$26M
Q4 2025$25.3M
Q1 2026$21.8M
Q2 2026$31.4M
Q3 2026$29.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$29.8M40.3K——
Q2 2026$31.4M42.6K——
Q1 2026$21.8M37.8K——
Q4 2025$25.3M41.2K——
Q3 2025$26M43.2K——

Other funds holding QQQ

Other Retirement Planning Group, LLC positions

VGES

VANGUARD INDEX FDS

$362.3M
VGES

VANGUARD INDEX FDS

$348.6M
VGES

VANGUARD INDEX FDS

$325.3M
BTCW

WISDOMTREE TR

$316.9M
VGES

VANGUARD INDEX FDS

$306.3M
BTCW

WISDOMTREE TR

$299.8M
VGES

VANGUARD INDEX FDS

$292M
EZBC

FRANKLIN TEMPLETON ETF TR

$271.5M