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Peterson Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Peterson Financial 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
2024
Q3 		$328K Sell
673
-44
-6% -$20.8K 1.26% 19
2024
Q2 		$343K Sell
717
-99
-12% -$44.5K 2.09% 17
2024
Q1 		$362K Sell
816
-9
-1% -$3.86K 2.36% 16
2023
Q4 		$338K Buy
+825
New +$313K 2.22% 16
2023
Q3 		– Sell
-562
Closed -$208K – 20
2023
Q2 		$208K Buy
+562
New +$189K 1.9% 20

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Peterson Financial Group's QQQ Position: Q3 2024 in Review

Peterson Financial Group reduced its Invesco QQQ Trust (QQQ) stake by 6.1% in Q3 2024, selling an estimated $20.8K and leaving 673 shares worth $328K. The position accounts for 1.26% of the portfolio, ranked #19.

Peterson Financial Group first reported a position in QQQ in Q2 2023 and has held it in 5 quarters since. The position peaked at $362K in Q1 2024. 3,051 funds tracked by Wall St. Rank hold QQQ as of Q3 2024.

  • Peterson Financial Group held 673 shares of Invesco QQQ Trust worth $328K as of Q3 2024.
  • Peterson Financial Group sold 44 Invesco QQQ Trust shares in Q3 2024, an estimated $20.8K.
  • Invesco QQQ Trust made up 1.26% of Peterson Financial Group's portfolio in Q3 2024, its #19 holding.
  • Peterson Financial Group first reported a position in Invesco QQQ Trust in Q2 2023 and has held it in 5 quarters since.
  • Peterson Financial Group's Invesco QQQ Trust position peaked at $362K in Q1 2024.
  • 3,051 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.