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Kavar Capital Partners Group’s Invesco QQQ Trust QQQ Stock Holding History

Kavar Capital Partners Group’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 		$909K Buy
1,234
+108
+10% +$74.3K 0.11% 104
2026
Q1 		$650K Buy
1,126
+6
+0.5% +$3.65K 0.08% 120
2025
Q4 		$688K Sell
1,120
-312
-22% -$191K 0.09% 109
2025
Q3 		$860K Buy
1,432
+400
+39% +$229K 0.11% 105
2025
Q2 		$569K Buy
1,032
+6
+0.6% +$2.98K 0.08% 122
2025
Q1 		$481K Buy
1,026
+65
+7% +$33K 0.08% 121
2024
Q4 		$491K Buy
961
+9
+0.9% +$4.55K 0.08% 117
2024
Q3 		$465K Hold
952
– – 0.07% 123
2024
Q2 		$456K Buy
952
+28
+3% +$12.6K 0.08% 111
2024
Q1 		$410K Sell
924
-924
-50% -$396K 0.08% 118
2023
Q4 		$757K Buy
1,848
+961
+108% +$365K 0.08% 112
2023
Q3 		$318K Buy
887
+13
+1% +$4.82K 0.07% 125
2023
Q2 		$323K Buy
874
+6
+0.7% +$2.02K 0.07% 119
2023
Q1 		$279K Hold
868
– – 0.06% 131
2022
Q4 		$231K Buy
868
+1
+0.1% +$277 0.05% 129
2022
Q3 		$232K Hold
867
– – 0.06% 130
2022
Q2 		$243K Hold
867
– – 0.06% 149
2022
Q1 		$314K Buy
+867
New +$308K 0.07% 129
2019
Q3 		– Sell
-390
Closed -$73K – 375
2019
Q2 		$73K Buy
+390
New +$71.8K 0.03% 190
2018
Q3 		– Sell
-390
Closed -$67K – 313
2018
Q2 		$67K Buy
+390
New +$65.4K 0.03% 160

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kavar Capital Partners Group's QQQ Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Invesco QQQ Trust (QQQ) stake by 9.6% in Q2 2026, buying an estimated $74.3K and bringing the position to 1,234 shares worth $909K. The position accounts for 0.11% of the portfolio, ranked #104.

Kavar Capital Partners Group first reported a position in QQQ in Q2 2018 and has held it in 20 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Kavar Capital Partners Group held 1,234 shares of Invesco QQQ Trust worth $909K as of Q2 2026.
  • Kavar Capital Partners Group bought 108 Invesco QQQ Trust shares in Q2 2026, an estimated $74.3K.
  • Invesco QQQ Trust made up 0.11% of Kavar Capital Partners Group's portfolio in Q2 2026, its #104 holding.
  • Kavar Capital Partners Group first reported a position in Invesco QQQ Trust in Q2 2018 and has held it in 20 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.