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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
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 $1.66T 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 Planning Group's QQQ Position: Q1 2026 in Review

Peak Planning Group increased its Invesco QQQ Trust (QQQ) stake by 6.3% in Q1 2026, buying an estimated $2.4M and bringing the position to 67,158 shares worth $38.8M. The position accounts for 10.74% of the portfolio, ranked #2.

Peak Planning Group first reported a position in QQQ in Q3 2020 and has held it in 21 quarters since. The position peaked at $38.9M in Q4 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Peak Planning Group held 67,158 shares of Invesco QQQ Trust worth $38.8M as of Q1 2026.
  • Peak Planning Group bought 3,956 Invesco QQQ Trust shares in Q1 2026, an estimated $2.4M.
  • Invesco QQQ Trust made up 10.74% of Peak Planning Group's portfolio in Q1 2026, its #2 holding.
  • Peak Planning Group first reported a position in Invesco QQQ Trust in Q3 2020 and has held it in 21 quarters since.
  • Peak Planning Group's Invesco QQQ Trust position peaked at $38.9M in Q4 2025.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Peak Planning Group's 13F filing for Q1 2026, filed 22 Apr 2026.