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Peterson Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Peterson Wealth Management’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 		$22.3M Buy
38,680
+250
+0.7% +$152K 12.94% 2
2025
Q4 		$23.6M Buy
38,430
+11,741
+44% +$7.2M 17.54% 1
2025
Q3 		$16M Sell
26,689
-8,764
-25% -$5.02M 11.1% 1
2025
Q2 		$19.6M Buy
35,453
+5,734
+19% +$2.85M 11.6% 1
2025
Q1 		$13.9M Buy
29,719
+292
+1% +$148K 9.38% 2
2024
Q4 		$15M Buy
29,427
+840
+3% +$425K 8.95% 2
2024
Q3 		$14M Buy
28,587
+1,638
+6% +$775K 8.92% 2
2024
Q2 		$12.9M Buy
26,949
+1,660
+7% +$747K 7.97% 2
2024
Q1 		$11.2M Buy
25,289
+818
+3% +$351K 8.11% 2
2023
Q4 		$10M Sell
24,471
-7,373
-23% -$2.8M 9.02% 2
2023
Q3 		$11.4M Buy
31,844
+2,347
+8% +$870K 9.39% 1
2023
Q2 		$10.9M Buy
29,497
+4,453
+18% +$1.5M 8.63% 1
2023
Q1 		$8.04M Sell
25,044
-963
-4% -$284K 7.69% 2
2022
Q4 		$6.93M Buy
26,007
+1,016
+4% +$281K 7.06% 4
2022
Q3 		$6.68M Buy
24,991
+14,478
+138% +$4.37M 6.23% 4
2022
Q2 		$2.95M Sell
10,513
-11,379
-52% -$3.53M 3.81% 8
2022
Q1 		$7.94M Sell
21,892
-4,478
-17% -$1.59M 5.32% 6
2021
Q4 		$10.5M Buy
26,370
+768
+3% +$296K 7.01% 1
2021
Q3 		$9.16M Buy
25,602
+311
+1% +$115K 7.1% 1
2021
Q2 		$8.96M Sell
25,291
-3,784
-13% -$1.27M 7% 1
2021
Q1 		$9.28M Sell
29,075
-4,569
-14% -$1.46M 7.88% 1
2020
Q4 		$10.6M Buy
33,644
+257
+0.8% +$75.4K 8.57% 1
2020
Q3 		$9.28M Buy
33,387
+6,321
+23% +$1.71M 8.22% 1
2020
Q2 		$6.7M Buy
27,066
+2,866
+12% +$642K 6.66% 3
2020
Q1 		$4.61M Sell
24,200
-18,100
-43% -$3.83M 5.61% 5
2019
Q4 		$9.31M Buy
+42,300
New +$8.47M 8.46% 1

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

Peterson Wealth Management's QQQ Position: Q1 2026 in Review

Peterson Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 0.65% in Q1 2026, buying an estimated $152K and bringing the position to 38,680 shares worth $22.3M. The position accounts for 12.94% of the portfolio, ranked #2.

Peterson Wealth Management first reported a position in QQQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $23.6M in Q4 2025. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Peterson Wealth Management held 38,680 shares of Invesco QQQ Trust worth $22.3M as of Q1 2026.
  • Peterson Wealth Management bought 250 Invesco QQQ Trust shares in Q1 2026, an estimated $152K.
  • Invesco QQQ Trust made up 12.94% of Peterson Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Peterson Wealth Management first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 26 quarters since.
  • Peterson Wealth Management's Invesco QQQ Trust position peaked at $23.6M in Q4 2025.
  • 3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.