SEC 13F Intelligence

Peak Planning Group, LLC / NDQ

Peak Planning Group, LLC’s Invesco Qqq Tr Position

Does Peak Planning Group, LLC own Invesco Qqq Tr (NDQ)? Yes41.5K shares worth $20M (+8.87% of its 13F portfolio) as of Q2 2026, up from 17.2K shares the prior filed quarter.

Position Value
$20M
Q2 2026
Shares
41.5K
% of Portfolio
+8.87%
Quarters Held
3
currently held

Position History NDQ

Reported value by quarter
Q4 ’25: $39MQ4 ’25Q1 ’26: $5MQ1 ’26Q2 ’26: $20MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202641.5K$20M+8.87%
Q1 202617.2K$5M+6.69%
Q4 202563.2K$39M+10.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peak Planning Group, LLC’s full portfolio or all institutional holders of NDQ.