Ownership history in WealthPLAN Partners, LLC Β· 37 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Powershares QQQ Tr Ser 1 (QQQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π WealthPLAN Partners, LLC outperformed the S&P 500 by +6.3% annually on this QQQ position. Timing score: 53% (19/36 decisions correct). Average cost basis: $230.26. Maximum drawdown during holding period: β32.6%.
π₯ Exceptional β beat the S&P 500 by 6.3% per year on this position.
36 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
19 of 36 add/trim decisions correct
Best entry: $97.33 (2015 Q1) Β· Worst: $613.54 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
21 adds Β· 16 trims. Bought during 4 of 7 down-price quarters. π More buys than sells across the holding period.
π WealthPLAN Partners, LLC has been actively increasing its QQQ allocation β a bullish signal from insiders.
Currently 1.94% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size