SEC 13F Intelligence

Momentum Wealth Planning, LLC / QQQ

Momentum Wealth Planning, LLC’s Invesco Qqq Tr Position

Does Momentum Wealth Planning, LLC own Invesco Qqq Tr (QQQ)? Yes — 32.4K shares worth $19M (+16.60% of its 13F portfolio) as of Q1 2026, up from 31.8K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
32.4K
% of Portfolio
+16.60%
Quarters Held
3
currently held

Position History QQQ

Reported value by quarter
Q3 ’25: $18MQ3 ’25Q4 ’25: $20MQ4 ’25Q1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202632.4K$19M+16.60%
Q4 202531.8K$20M+15.78%
Q3 202530.4K$18M+14.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Momentum Wealth Planning, LLC’s full portfolio or all institutional holders of QQQ.