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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
2024
Q4 		– Sell
-11,000
Closed -$40.3K – 141
2024
Q3 		$40.3K Buy
+11,000
New +$5.21M 0.02% 135
2024
Q2 		– Sell
-21,000
Closed -$19.6K – 153
2024
Q1 		$19.6K Buy
+21,000
New +$9M 0.01% 127

Other funds holding QQQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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. 2,407 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.
  • 2,407 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.