All Terrain Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

All Terrain Financial Advisors’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,500	Closed	-$269K	–	243
2019 Q1	$269K	Buy	1,500 +200	+15%	+$33.9K	0.09%	129
2018 Q4	$201K	Sell	1,300 -200	-13%	-$33.5K	0.08%	142
2018 Q3	$279K	Buy	1,500 +500	+50%	+$90.5K	0.11%	124
2018 Q2	$172K	Sell	1,000 -6,000	-86%	-$1.01M	0.08%	169
2018 Q1	$1.12M	Buy	+7,000	New	+$1.16M	0.51%	44

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

All Terrain Financial Advisors's QQQ Position: Q1 2026 in Review

All Terrain Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 2.1% in Q1 2026, buying an estimated $197K and bringing the position to 15,712 shares worth $9.07M. The position accounts for 2.13% of the portfolio, ranked #8.

All Terrain Financial Advisors first reported a position in QQQ in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.45M in Q4 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

All Terrain Financial Advisors held 15,712 shares of Invesco QQQ Trust worth $9.07M as of Q1 2026.
All Terrain Financial Advisors bought 324 Invesco QQQ Trust shares in Q1 2026, an estimated $197K.
Invesco QQQ Trust made up 2.13% of All Terrain Financial Advisors's portfolio in Q1 2026, its #8 holding.
All Terrain Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 34 quarters since.
All Terrain Financial Advisors's Invesco QQQ Trust position peaked at $9.45M in Q4 2025.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.