Pekin Hardy Strauss’s Invesco QQQ Trust QQQ Stock Holding History

Pekin Hardy Strauss’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
2024 Q1	–	Sell	-47,500	Closed	-$19.5M	–	342
2023 Q4	$19.5M	Buy	47,500 +45,000	+1,800%	+$17.1M	2.73%	3
2023 Q3	$896K	Sell	2,500 -352,000	-99%	-$131M	0.14%	146
2023 Q2	$131M	Buy	354,500 +162,000	+84%	+$54.5M	14.34%	2
2023 Q1	$61.8M	Buy	192,500 +66,500	+53%	+$19.6M	8.25%	2
2022 Q4	$33.6M	Buy	126,000 +85,000	+207%	+$23.5M	4.62%	3
2022 Q3	$11M	Sell	41,000 -39,000	-49%	-$11.8M	1.75%	7
2022 Q2	$22.4M	Buy	80,000 +50,000	+167%	+$15.5M	3.16%	2
2022 Q1	$10.9M	Buy	+30,000	New	+$10.7M	1.35%	12

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pekin Hardy Strauss's QQQ Position: Q1 2026 in Review

Pekin Hardy Strauss sold out of Invesco QQQ Trust (QQQ) in Q1 2026, closing a stake of 710 shares — an estimated $436K sold.

Pekin Hardy Strauss first reported a position in QQQ in Q1 2022 and held it in 10 quarters. The position peaked at $436K in Q4 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Pekin Hardy Strauss reported no remaining Invesco QQQ Trust position as of Q1 2026 after selling out during the quarter.
Pekin Hardy Strauss sold 710 Invesco QQQ Trust shares in Q1 2026, an estimated $436K.
Pekin Hardy Strauss first reported a position in Invesco QQQ Trust in Q1 2022 and held it in 10 quarters.
Pekin Hardy Strauss's Invesco QQQ Trust position peaked at $436K in Q4 2025.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.