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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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. 1,356 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.
1,356 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.