Peak Financial Management, Inc. Invesco Qqq Trust, Series 1 Transaction History

Peak Financial Management, Inc.

  • $359 Million
  • Q3 2025

A detailed history of Peak Financial Management, Inc. transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Peak Financial Management, Inc. holds 881 shares of QQQ stock, worth $531,824. This represents 0.15% of its overall portfolio holdings.

Number of Shares
881
Previous 1,041 15.37%
Holding current value
$531,824
Previous $574,000 8.01%
% of portfolio
0.15%
Previous 0.17%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$546.99 - $602.2 $87,518 - $96,352
-160 Reduced 15.37%
881 $528,000
Q2 2025

Jul 23, 2025
BUY
$416.06 - $551.64 $14,978 - $19,859
36 Added 3.58%
1,041 $574,000
Q1 2025

May 12, 2025
SELL
$468.34 - $539.52 $266,485 - $306,986
-569 Reduced 36.15%
1,005 $471,000
Q4 2024

Jan 21, 2025
BUY
$481.22 - $538.17 $13,955 - $15,606
29 Added 1.88%
1,574 $804,000
Q2 2024

Jul 22, 2024
SELL
$414.65 - $485.21 $29,025 - $33,964
-70 Reduced 4.33%
1,545 $740,000
Q1 2024

Apr 22, 2024
SELL
$396.28 - $446.38 $64,989 - $73,206
-164 Reduced 9.22%
1,615 $717,000
Q4 2023

Jan 18, 2024
BUY
$343.66 - $411.5 $61,858 - $74,070
180 Added 11.26%
1,779 $728,000
Q3 2023

Oct 24, 2023
BUY
$354.21 - $385.74 $15,231 - $16,586
43 Added 2.76%
1,599 $572,000
Q2 2023

Jul 26, 2023
BUY
$309.99 - $370.26 $60,448 - $72,200
195 Added 14.33%
1,556 $574,000
Q1 2023

Apr 24, 2023
SELL
$261.58 - $320.93 $79,781 - $97,883
-305 Reduced 18.31%
1,361 $436,000
Q4 2022

Jan 27, 2023
SELL
$260.1 - $293.72 $460,116 - $519,590
-1,769 Reduced 51.5%
1,666 $443,000
Q3 2022

Oct 28, 2022
SELL
$267.26 - $333.06 $134,966 - $168,195
-505 Reduced 12.82%
3,435 $918,000
Q2 2022

Jul 29, 2022
SELL
$271.39 - $369.3 $146,007 - $198,683
-538 Reduced 12.01%
3,940 $1.1 Million
Q1 2022

Apr 20, 2022
SELL
$318.17 - $401.68 $6.92 Million - $8.73 Million
-21,737 Reduced 82.92%
4,478 $1.62 Million
Q4 2021

Jan 27, 2022
SELL
$352.62 - $403.99 $411,507 - $471,456
-1,167 Reduced 4.26%
26,215 $10.4 Million
Q3 2021

Oct 19, 2021
BUY
$354.57 - $382.11 $57,440 - $61,901
162 Added 0.6%
27,382 $9.8 Million
Q2 2021

Aug 04, 2021
SELL
$316.89 - $354.99 $19,964 - $22,364
-63 Reduced 0.23%
27,220 $9.65 Million
Q1 2021

Apr 29, 2021
SELL
$299.94 - $336.45 $477,504 - $535,628
-1,592 Reduced 5.51%
27,283 $8.71 Million
Q4 2020

Jan 26, 2021
BUY
$269.38 - $313.74 $190,182 - $221,500
706 Added 2.51%
28,875 $9.06 Million
Q3 2020

Oct 19, 2020
SELL
$250.49 - $302.76 $438,357 - $529,830
-1,750 Reduced 5.85%
28,169 $7.83 Million
Q2 2020

Aug 06, 2020
BUY
$182.31 - $248.84 $1.01 Million - $1.38 Million
5,560 Added 22.83%
29,919 $7.41 Million
Q1 2020

Apr 29, 2020
BUY
$169.3 - $236.98 $3.95 Million - $5.53 Million
23,329 Added 2264.95%
24,359 $4.64 Million
Q4 2019

Jan 31, 2020
BUY
$184.05 - $213.79 $189,571 - $220,203
1,030 New
1,030 $219,000

Others Institutions Holding QQQ

# of Institutions
4,258
Shares Held
249M
Call Options Held
218M
Put Options Held
364M
View Full List

About INVESCO QQQ TRUST, SERIES 1

QQQ Quotes by TradingView
  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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