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

Peak Planning Group’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
Q2 		$51.4M Buy
69,787
+2,629
+4% +$1.81M 11.6% 1
2026
Q1 		$38.8M Buy
67,158
+3,956
+6% +$2.4M 10.74% 2
2025
Q4 		$38.9M Buy
63,202
+24,978
+65% +$15.3M 10.91% 2
2025
Q3 		$22.9M Buy
38,224
+6,442
+20% +$3.69M 11.95% 1
2025
Q2 		$17.5M Sell
31,782
-15,428
-33% -$7.67M 11.22% 1
2025
Q1 		$22.2M Buy
47,210
+2,464
+6% +$1.25M 9.32% 3
2024
Q4 		$22.9M Buy
44,746
+3,275
+8% +$1.66M 9.53% 3
2024
Q3 		$20.2M Buy
41,471
+7,277
+21% +$3.44M 8.87% 3
2024
Q2 		$16.4M Buy
34,194
+5,098
+18% +$2.29M 8.05% 3
2024
Q1 		$12.9M Buy
29,096
+3,487
+14% +$1.5M 8.1% 4
2023
Q4 		$10.5M Buy
25,609
+1,344
+6% +$510K 7.54% 4
2023
Q3 		$8.69M Buy
24,265
+265
+1% +$98.3K 6.81% 4
2023
Q2 		$8.87M Buy
24,000
+1,465
+7% +$493K 6.59% 4
2023
Q1 		$7.23M Buy
22,535
+239
+1% +$70.5K 5.87% 4
2022
Q4 		$5.94M Sell
22,296
-2,379
-10% -$658K 5.22% 4
2022
Q3 		$6.59M Sell
24,675
-8,494
-26% -$2.56M 6.1% 3
2022
Q2 		$9.3M Buy
+33,169
New +$10.3M 7.81% 3
2021
Q4 		$12.9M Buy
32,449
+1,343
+4% +$518K 9.53% 3
2021
Q3 		$11.1M Buy
+31,106
New +$11.5M 9.58% 3
2021
Q1 		$8.75M Sell
27,434
-3,931
-13% -$1.26M 8.54% 3
2020
Q4 		$7.87M Buy
31,365
+14,161
+82% +$4.16M 8.94% 3
2020
Q3 		$4.78M Buy
+17,204
New +$4.67M 6.69% 5

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Peak Planning Group's QQQ Position: Q2 2026 in Review

Peak Planning Group increased its Invesco QQQ Trust (QQQ) stake by 3.9% in Q2 2026, buying an estimated $1.81M and bringing the position to 69,787 shares worth $51.4M. The position accounts for 11.6% of the portfolio, ranked #1.

Peak Planning Group first reported a position in QQQ in Q3 2020 and has held it in 22 quarters since. 4,012 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Peak Planning Group held 69,787 shares of Invesco QQQ Trust worth $51.4M as of Q2 2026.
  • Peak Planning Group bought 2,629 Invesco QQQ Trust shares in Q2 2026, an estimated $1.81M.
  • Invesco QQQ Trust made up 11.6% of Peak Planning Group's portfolio in Q2 2026, its #1 holding.
  • Peak Planning Group first reported a position in Invesco QQQ Trust in Q3 2020 and has held it in 22 quarters since.
  • 4,012 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.