Peak Planning Group’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$38.8M Buy
2025
Q4
$38.9M Buy
2025
Q3
$22.9M Buy
2024
Q4
$22.9M Buy
2024
Q2
$16.4M Buy
2024
Q1
$12.9M Buy
2023
Q4
$10.5M Buy
2023
Q3
$8.69M Buy
2023
Q2
$8.87M Buy
2023
Q1
$7.23M Buy
2022
Q4
$5.94M Sell
2022
Q3
$6.59M Sell
2022
Q2
$9.3M Buy
2021
Q4
$12.9M Buy
2021
Q3
$11.1M Buy
2020
Q3
$4.78M Buy