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Peak Financial Management’s Invesco QQQ Trust QQQ Stock Holding History

Peak Financial Management’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 		$493K Sell
855
-10
-1% -$6.08K 0.13% 59
2025
Q4 		$531K Sell
865
-16
-2% -$9.82K 0.14% 54
2025
Q3 		$529K Sell
881
-160
-15% -$91.6K 0.14% 53
2025
Q2 		$574K Buy
1,041
+36
+4% +$17.9K 0.16% 54
2025
Q1 		$471K Sell
1,005
-569
-36% -$289K 0.14% 54
2024
Q4 		$805K Buy
1,574
+29
+2% +$14.7K 0.24% 46
2024
Q3 		$754K Hold
1,545
– – 0.22% 47
2024
Q2 		$741K Sell
1,545
-70
-4% -$31.5K 0.23% 46
2024
Q1 		$717K Sell
1,615
-164
-9% -$70.3K 0.23% 46
2023
Q4 		$729K Buy
1,779
+180
+11% +$68.3K 0.24% 46
2023
Q3 		$573K Buy
1,599
+43
+3% +$15.9K 0.21% 45
2023
Q2 		$575K Buy
1,556
+195
+14% +$65.6K 0.2% 50
2023
Q1 		$437K Sell
1,361
-305
-18% -$90K 0.16% 49
2022
Q4 		$444K Sell
1,666
-1,769
-51% -$489K 0.17% 49
2022
Q3 		$918K Sell
3,435
-505
-13% -$152K 0.38% 38
2022
Q2 		$1.1M Sell
3,940
-538
-12% -$167K 0.42% 34
2022
Q1 		$1.62M Sell
4,478
-21,737
-83% -$7.72M 0.54% 31
2021
Q4 		$10.4M Sell
26,215
-1,167
-4% -$451K 3.38% 8
2021
Q3 		$9.8M Buy
27,382
+162
+0.6% +$59.7K 3.32% 10
2021
Q2 		$9.65M Sell
27,220
-63
-0.2% -$21.2K 3.28% 10
2021
Q1 		$8.71M Sell
27,283
-1,592
-6% -$509K 3.16% 10
2020
Q4 		$9.06M Buy
28,875
+706
+3% +$207K 3.41% 10
2020
Q3 		$7.83M Sell
28,169
-1,750
-6% -$475K 3.38% 9
2020
Q2 		$7.41M Buy
29,919
+5,560
+23% +$1.25M 3.48% 9
2020
Q1 		$4.64M Buy
24,359
+23,329
+2,265% +$4.94M 2.37% 17
2019
Q4 		$219K Buy
+1,030
New +$206K 0.09% 53

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peak Financial Management's QQQ Position: Q1 2026 in Review

Peak Financial Management reduced its Invesco QQQ Trust (QQQ) stake by 1.2% in Q1 2026, selling an estimated $6.08K and leaving 855 shares worth $493K. The position accounts for 0.13% of the portfolio, ranked #59.

Peak Financial Management first reported a position in QQQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.4M in Q4 2021. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Peak Financial Management held 855 shares of Invesco QQQ Trust worth $493K as of Q1 2026.
  • Peak Financial Management sold 10 Invesco QQQ Trust shares in Q1 2026, an estimated $6.08K.
  • Invesco QQQ Trust made up 0.13% of Peak Financial Management's portfolio in Q1 2026, its #59 holding.
  • Peak Financial Management first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 26 quarters since.
  • Peak Financial Management's Invesco QQQ Trust position peaked at $10.4M in Q4 2021.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.