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Kaizen Financial Strategies’s Invesco QQQ Trust QQQ Stock Holding History

Kaizen Financial Strategies’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 		$4.4M Buy
6,065
+1,989
+49% +$1.37M 1.43% 18
2026
Q1 		$2.61M Buy
4,076
+49
+1% +$29.8K 1.1% 19
2025
Q4 		$2.47M Sell
4,027
-259
-6% -$159K 1.09% 18
2025
Q3 		$2.62M Sell
4,286
-242
-5% -$139K 1.19% 18
2025
Q2 		$2.5M Sell
4,528
-72
-2% -$35.8K 1.27% 18
2025
Q1 		$2.16M Sell
4,600
-250
-5% -$127K 1.24% 18
2024
Q4 		$2.48M Buy
4,850
+378
+8% +$191K 1.4% 18
2024
Q3 		$2.18M Sell
4,472
-11
-0.2% -$5.21K 1.27% 18
2024
Q2 		$2.05M Sell
4,483
-47
-1% -$21.1K 1.28% 19
2024
Q1 		$2.01M Buy
4,530
+56
+1% +$24K 1.36% 19
2023
Q4 		$1.83M Sell
4,474
-468
-9% -$178K 1.39% 19
2023
Q3 		$1.77M Buy
4,942
+147
+3% +$54.5K 1.5% 19
2023
Q2 		$1.79M Buy
4,795
+166
+4% +$55.9K 1.53% 15
2023
Q1 		$1.49M Sell
4,629
-2,164
-32% -$638K 1.47% 16
2022
Q4 		$1.91M Buy
6,793
+724
+12% +$200K 1.89% 12
2022
Q3 		$1.62M Buy
6,069
+1,343
+28% +$405K 1.64% 19
2022
Q2 		$1.32M Buy
4,726
+71
+2% +$22K 1.31% 22
2022
Q1 		$1.69M Sell
4,655
-2,857
-38% -$1.01M 1.32% 22
2021
Q4 		$2.99M Buy
7,512
+64
+0.9% +$24.7K 2.24% 6
2021
Q3 		$2.67M Buy
+7,448
New +$2.74M 2.15% 8
2021
Q1 		$2.22M Sell
6,945
-380
-5% -$122K 2.11% 7
2020
Q4 		$2.3M Buy
+7,325
New +$2.15M 2.55% 6

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
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
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Kaizen Financial Strategies's QQQ Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Invesco QQQ Trust (QQQ) stake by 49% in Q2 2026, buying an estimated $1.37M and bringing the position to 6,065 shares worth $4.4M. The position accounts for 1.43% of the portfolio, ranked #18.

Kaizen Financial Strategies first reported a position in QQQ in Q4 2020 and has held it in 22 quarters since. 1,995 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Kaizen Financial Strategies held 6,065 shares of Invesco QQQ Trust worth $4.4M as of Q2 2026.
  • Kaizen Financial Strategies bought 1,989 Invesco QQQ Trust shares in Q2 2026, an estimated $1.37M.
  • Invesco QQQ Trust made up 1.43% of Kaizen Financial Strategies's portfolio in Q2 2026, its #18 holding.
  • Kaizen Financial Strategies first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 22 quarters since.
  • 1,995 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.