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SteelPeak Wealth’s Invesco QQQ Trust QQQ Stock Holding History

SteelPeak Wealth’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
2025
Q4 		– Hold
0
– -$4.5M – 624
2025
Q3 		– Hold
0
– – – 108
2025
Q2 		– Hold
0
– – – 112
2025
Q1 		– Hold
0
– – – 41
2024
Q4 		– Hold
0
– – – 200
2024
Q3 		– Hold
0
– – – 191
2024
Q2 		– Hold
0
– – – 312
2024
Q1 		– Hold
0
– -$41K – 535
2023
Q4 		– Hold
0
– – – 432
2021
Q2 		– Sell
-1,500
Closed -$479K – 461
2021
Q1 		$479K Buy
+1,500
New +$480K 0.04% 235
2020
Q2 		– Sell
-100
Closed -$19K – 303
2020
Q1 		$19K Buy
+100
New +$21.2K ﹤0.01% 244

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DCPAL
Div Capital Phoenix Assets Ltd Georgetown $583M AUM
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SteelPeak Wealth's QQQ Position: Q2 2026 in Review

SteelPeak Wealth reduced its Invesco QQQ Trust (QQQ) stake by 2.1% in Q2 2026, selling an estimated $2.07M and leaving 143,087 shares worth $105M. The position accounts for 2.73% of the portfolio, ranked #5.

SteelPeak Wealth first reported a position in QQQ in Q4 2019 and has held it in 27 quarters since. 792 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • SteelPeak Wealth held 143,087 shares of Invesco QQQ Trust worth $105M as of Q2 2026.
  • SteelPeak Wealth sold 3,013 Invesco QQQ Trust shares in Q2 2026, an estimated $2.07M.
  • Invesco QQQ Trust made up 2.73% of SteelPeak Wealth's portfolio in Q2 2026, its #5 holding.
  • SteelPeak Wealth first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 27 quarters since.
  • 792 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.