Twin Peaks Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Twin Peaks Wealth Advisors’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	$4.6M	Sell	7,965 -26	-0.3%	-$15.8K	1.16%	25
2025 Q4	$4.91M	Buy	7,991 +301	+4%	+$185K	1.43%	23
2025 Q3	$4.62M	Sell	7,690 -152	-2%	-$87K	1.58%	23
2025 Q2	$4.55M	Sell	7,842 -450	-5%	-$224K	1.47%	21
2025 Q1	$3.8M	Sell	8,292 -1,515	-15%	-$770K	1.73%	21
2024 Q4	$5.01M	Buy	9,807 +97	+1%	+$49.1K	2.12%	15
2024 Q3	$4.74M	Sell	9,710 -264	-3%	-$125K	2.19%	12
2024 Q2	$4.78M	Sell	9,974 -463	-4%	-$208K	2.38%	13
2024 Q1	$4.63M	Buy	10,437 +72	+0.7%	+$30.9K	2.57%	13
2023 Q4	$4.24M	Buy	+10,365	New	+$3.93M	2.71%	10

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Twin Peaks Wealth Advisors's QQQ Position: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.33% in Q1 2026, selling an estimated $15.8K and leaving 7,965 shares worth $4.6M. The position accounts for 1.16% of the portfolio, ranked #25.

Twin Peaks Wealth Advisors first reported a position in QQQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.01M in Q4 2024. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Twin Peaks Wealth Advisors held 7,965 shares of Invesco QQQ Trust worth $4.6M as of Q1 2026.
Twin Peaks Wealth Advisors sold 26 Invesco QQQ Trust shares in Q1 2026, an estimated $15.8K.
Invesco QQQ Trust made up 1.16% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #25 holding.
Twin Peaks Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's Invesco QQQ Trust position peaked at $5.01M in Q4 2024.
3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.