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Peak Financial Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Peak Financial Advisors’s Portfolio QQQM Stock Details QQQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$887K Sell
2,926
-633
-18% -$179K 0.37% 44
2026
Q1 		$846K Buy
3,559
+1,094
+44% +$274K 0.37% 43
2025
Q4 		$623K Sell
2,465
-454
-16% -$115K 0.28% 53
2025
Q3 		$721K Buy
2,919
+186
+7% +$43.8K 0.35% 50
2025
Q2 		$621K Sell
2,733
-5,717
-68% -$1.17M 0.32% 42
2025
Q1 		$1.63M Buy
8,450
+4,339
+106% +$908K 0.83% 40
2024
Q4 		$865K Buy
4,111
+7
+0.2% +$1.46K 0.45% 45
2024
Q3 		$824K Sell
4,104
-146
-3% -$28.4K 0.42% 42
2024
Q2 		$838K Buy
4,250
+175
+4% +$32.4K 0.48% 41
2024
Q1 		$744K Buy
4,075
+95
+2% +$16.8K 0.45% 40
2023
Q4 		$671K Buy
3,980
+1,486
+60% +$232K 0.45% 42
2023
Q3 		$368K Buy
2,494
+657
+36% +$100K 0.4% 26
2023
Q2 		$279K Sell
1,837
-1,013
-36% -$140K 0.22% 60
2023
Q1 		$376K Buy
2,850
+1,010
+55% +$123K 0.32% 38
2022
Q4 		$202K Buy
+1,840
New +$209K 0.18% 63

Other funds holding QQQM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RWM
Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return

Peak Financial Advisors's QQQM Position: Q2 2026 in Review

Peak Financial Advisors reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 18% in Q2 2026, selling an estimated $179K and leaving 2,926 shares worth $887K. The position accounts for 0.37% of the portfolio, ranked #44.

Peak Financial Advisors first reported a position in QQQM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.63M in Q1 2025. 284 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Peak Financial Advisors held 2,926 shares of Invesco NASDAQ 100 ETF worth $887K as of Q2 2026.
  • Peak Financial Advisors sold 633 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $179K.
  • Invesco NASDAQ 100 ETF made up 0.37% of Peak Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • Peak Financial Advisors first reported a position in Invesco NASDAQ 100 ETF in Q4 2022 and has held it in 15 quarters since.
  • Peak Financial Advisors's Invesco NASDAQ 100 ETF position peaked at $1.63M in Q1 2025.
  • 284 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.