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Showing 8 of 31 quarters

Position history for Creative PlanningCreative Planning's holdings in INVESCO QQQ TR

Yes. Creative Planning holds 733,485 shares of QQQ, worth $540.1M, as of its Q2 2026 13F filing. It increased the position by 15,167 shares (+2.1%) from Q1 2026. Creative Planning has held QQQ in every 13F on record since Q4 2018, 31 quarterly filings. QQQ is 0.3% of Creative Planning's reported 13F portfolio.

Current Value

$540.1M

Current Shares

733,485

Total Value Change

+$253.7M

Total Shares Change

+143,090

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
733,485
+2.1%
$540.1M0.3%$735.63
38
2026-Q1
Increased
718,318
+1.6%
$414.6M0.3%$575.95
38
2025-Q4
Increased
707,024
+1.6%
$434.3M0.3%$612.22
38
2025-Q3
Increased
695,672
+6.1%
$417.7M0.3%$597.56
40
2025-Q2
Increased
655,810
+0.7%
$361.8M0.3%$548.42
37
2025-Q1
Increased
651,286
+7.8%
$305.4M0.3%$465.66
40
2024-Q4
Increased
604,466
+2.4%
$309M0.3%$506.92
38
2024-Q3
Decreased
590,395
-0.2%
$286.4M0.3%$483.18
0

Other major holders of QQQ: MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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