PWS
QQQ icon

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
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

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Peterson Wealth Services's QQQ Position: Q2 2026 in Review

Peterson Wealth Services held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 130 shares worth $95.7K. The position accounts for 0.02% of the portfolio, ranked #152.

Peterson Wealth Services first reported a position in QQQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $160K in Q3 2025. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Peterson Wealth Services held 130 shares of Invesco QQQ Trust worth $95.7K as of Q2 2026.
  • Peterson Wealth Services left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.02% of Peterson Wealth Services's portfolio in Q2 2026, its #152 holding.
  • Peterson Wealth Services first reported a position in Invesco QQQ Trust in Q3 2025 and has held it in 4 quarters since.
  • Peterson Wealth Services's Invesco QQQ Trust position peaked at $160K in Q3 2025.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.