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QQQ
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Position history for Creative Planning's holdings in Invesco QQQ Trust, Series 1 UNIT SER 1

Creative Planning holds 718,318 shares of QQQ (Invesco QQQ Trust, Series 1 UNIT SER 1), worth $414.6M as of 2026-Q1. The position was increased (+1.6% shares). QQQ represents 0.3% of Creative Planning's portfolio.

Current Value

$414.6M

Current Shares

718,318

Total Value Change

+$131.1M

Total Shares Change

+126,604

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
718,318
+1.6%
$414.6M0.3%$601.58
38
2025-Q4
Increased
707,024
+1.6%
$434.3M0.3%$619.43
38
2025-Q3
Increased
695,672
+6.1%
$417.7M0.3%$597.96
40
2025-Q2
Increased
655,810
+0.7%
$361.8M0.3%$546.75
37
2025-Q1
Increased
651,286
+7.8%
$305.4M0.3%$467.27
40
2024-Q4
Increased
604,466
+2.4%
$309M0.3%$513.01
38
2024-Q3
Decreased
590,395
-0.2%
$286.4M0.3%$483.51
0
2024-Q2
Increased
591,714
+3.6%
$283.5M0.3%$475.26
38

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

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