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

Peak Retirement Planning’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	$34.7M	Buy	47,055 +26,048	+124%	+$17.9M	5.49%	2
2026 Q1	$12.1M	Sell	21,007 -18,456	-47%	-$11.2M	2.42%	10
2025 Q4	$24.2M	Buy	39,463 +37,661	+2,090%	+$23.1M	5.68%	2
2025 Q3	$1.08M	Buy	1,802 +725	+67%	+$415K	0.3%	76
2025 Q2	$594K	Sell	1,077 -15,534	-94%	-$7.73M	0.24%	82
2025 Q1	$7.79M	Buy	16,611 +3,314	+25%	+$1.68M	4.32%	2
2024 Q4	$6.76M	Buy	+13,297	New	+$6.73M	4.57%	3

Other funds holding QQQ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Peak Retirement Planning increased its Invesco QQQ Trust (QQQ) stake by 124% in Q2 2026, buying an estimated $17.9M and bringing the position to 47,055 shares worth $34.7M. The position accounts for 5.49% of the portfolio, ranked #2.

Peak Retirement Planning first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 3,979 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Peak Retirement Planning held 47,055 shares of Invesco QQQ Trust worth $34.7M as of Q2 2026.
Peak Retirement Planning bought 26,048 Invesco QQQ Trust shares in Q2 2026, an estimated $17.9M.
Invesco QQQ Trust made up 5.49% of Peak Retirement Planning's portfolio in Q2 2026, its #2 holding.
Peak Retirement Planning first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
3,979 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.