Ownership history in Planned Solutions, Inc. · 20 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in INVESCO QQQ TRUST (QQQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 21,809 | +296 | +1.4% | 4.30% | $13.4M | $614.31 |
| 2025 Q3 | REDUCED | 21,513 | -742 | -3.3% | 4.44% | $12.9M | $599.60 |
| 2025 Q2 | REDUCED | 22,255 | -9,892 | -30.8% | 4.67% | $12.3M | $550.29 |
| 2025 Q1 | REDUCED | 32,147 | -213 | -0.7% | 6.10% | $15.1M | $467.25 |
| 2024 Q4 | ADDED | 32,360 | +14,071 | +76.9% | 6.67% | $16.5M | $508.65 |
| 2024 Q3 | ADDED | 18,289 | +124 | +0.7% | 3.58% | $8.9M | $484.83 |
| 2024 Q2 | REDUCED | 18,165 | -17 | -0.1% | 4.21% | $8.7M | $475.26 |
| 2024 Q1 | REDUCED | 18,182 | -421 | -2.3% | 3.96% | $8.1M | $439.74 |
| 2023 Q4 | REDUCED | 18,603 | -12 | -0.1% | 4.01% | $6.7M | $405.05 |
| 2023 Q2 | ADDED | 18,615 | +752 | +4.2% | 4.06% | $6.9M | $363.94 |
As of 2025 Q4 — sorted by position size