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

Peterson Wealth Services’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
Q3 		$91.7K Sell
124
-6
-5% -$4.29K 0.02% 147
2026
Q2 		$95.7K Hold
130
– – 0.02% 152
2026
Q1 		$75K Sell
130
-130
-50% -$79K 0.02% 155
2025
Q4 		$160K Sell
260
-6,584
-96% -$4.04M 0.04% 123
2025
Q3 		$160K Buy
+6,844
New +$3.92M 0.04% 134

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Peterson Wealth Services's QQQ Position: Q3 2026 in Review

Peterson Wealth Services reduced its Invesco QQQ Trust (QQQ) stake by 4.6% in Q3 2026, selling an estimated $4.29K and leaving 124 shares worth $91.7K. The position accounts for 0.02% of the portfolio, ranked #147.

Peterson Wealth Services first reported a position in QQQ in Q3 2025 and has held it in 5 quarters since. The position peaked at $160K in Q3 2025. 2,609 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Peterson Wealth Services held 124 shares of Invesco QQQ Trust worth $91.7K as of Q3 2026.
  • Peterson Wealth Services sold 6 Invesco QQQ Trust shares in Q3 2026, an estimated $4.29K.
  • Invesco QQQ Trust made up 0.02% of Peterson Wealth Services's portfolio in Q3 2026, its #147 holding.
  • Peterson Wealth Services first reported a position in Invesco QQQ Trust in Q3 2025 and has held it in 5 quarters since.
  • Peterson Wealth Services's Invesco QQQ Trust position peaked at $160K in Q3 2025.
  • 2,609 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.