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
2026 Q1	$3M	Sell	5,200 -600	-10%	-$365K	0.71%	28
2025 Q4	$3.56M	Hold	5,800	–	–	0.82%	21
2025 Q3	$3.48M	Buy	5,800 +200	+4%	+$115K	0.87%	22
2025 Q2	$3.09M	Buy	5,600 +200	+4%	+$99.5K	0.89%	23
2025 Q1	$2.53M	Buy	5,400 +4,400	+440%	+$2.24M	0.8%	26
2024 Q4	$511K	Buy	1,000 +200	+25%	+$101K	0.17%	51
2024 Q3	$390K	Buy	+800	New	+$379K	0.14%	62
2024 Q1	–	Sell	-2,800	Closed	-$1.15M	–	99
2023 Q4	$1.15M	Sell	2,800 -700	-20%	-$266K	0.43%	40
2023 Q3	$1.25M	Sell	3,500 -2,000	-36%	-$742K	0.53%	39
2023 Q2	$2.03M	Sell	5,500 -400	-7%	-$135K	0.77%	29
2023 Q1	$1.89M	Buy	5,900 +600	+11%	+$177K	0.78%	30
2022 Q4	$1.41M	Hold	5,300	–	–	0.62%	35
2022 Q3	$1.42M	Buy	5,300 +3,600	+212%	+$1.09M	0.61%	32
2022 Q2	$476K	Buy	1,700 +100	+6%	+$31K	0.2%	49
2022 Q1	$580K	Hold	1,600	–	–	0.23%	48
2021 Q4	$637K	Hold	1,600	–	–	0.26%	43
2021 Q3	$573K	Hold	1,600	–	–	0.25%	44
2021 Q2	$567K	Hold	1,600	–	–	0.26%	46
2021 Q1	$511K	Buy	1,600 +1,500	+1,500%	+$480K	0.23%	49
2020 Q4	$31K	Sell	100 -5,200	-98%	-$1.53M	0.01%	100
2020 Q3	$1.47M	Sell	5,300 -8,700	-62%	-$2.36M	0.5%	38
2020 Q2	$3.47M	Buy	14,000 +7,300	+109%	+$1.64M	1.42%	17
2020 Q1	$1.28M	Buy	6,700 +2,200	+49%	+$466K	0.52%	41
2019 Q4	$957K	Sell	4,500 -200	-4%	-$40K	0.31%	52
2019 Q3	$889K	Hold	4,700	–	–	0.3%	52
2019 Q2	$878K	Buy	4,700 +2,100	+81%	+$386K	0.3%	53
2019 Q1	$467K	Buy	+2,600	New	+$441K	0.16%	83
2018 Q4	–	Sell	-500	Closed	-$93K	–	234
2018 Q3	$93K	Sell	500 -2,000	-80%	-$362K	0.04%	186
2018 Q2	$429K	Sell	2,500 -3,000	-55%	-$503K	0.19%	87
2018 Q1	$881K	Buy	5,500 +5,000	+1,000%	+$826K	0.4%	57
2017 Q4	$78K	Buy	+500	New	+$76.3K	0.04%	215

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. 3,825 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.
3,825 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.