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Kaydan Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Kaydan Wealth Management’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
Q1 		– Sell
-6,650
Closed -$4.09M – 113
2025
Q4 		$4.09M Buy
6,650
+40
+0.6% +$24.5K 1.18% 17
2025
Q3 		$3.97M Sell
6,610
-191
-3% -$109K 1.13% 20
2025
Q2 		$3.75M Buy
6,801
+15
+0.2% +$7.46K 1.23% 16
2025
Q1 		$3.18M Buy
6,786
+54
+0.8% +$27.4K 1.02% 17
2024
Q4 		$3.44M Buy
6,732
+40
+0.6% +$20.2K 1.14% 16
2024
Q3 		$3.27M Sell
6,692
-13
-0.2% -$6.15K 0.96% 16
2024
Q2 		$3.21M Buy
6,705
+11
+0.2% +$4.95K 1.14% 17
2024
Q1 		$2.97M Buy
6,694
+65
+1% +$27.9K 1.01% 17
2023
Q4 		$2.71M Buy
6,629
+101
+2% +$38.3K 1.1% 16
2023
Q3 		$2.34M Buy
6,528
+16
+0.2% +$5.93K 0.93% 15
2023
Q2 		$2.41M Buy
6,512
+56
+0.9% +$18.9K 1.01% 13
2023
Q1 		$2.07M Buy
6,456
+18
+0.3% +$5.31K 0.85% 13
2022
Q4 		$1.71M Buy
6,438
+142
+2% +$39.3K 0.69% 19
2022
Q3 		$1.68M Sell
6,296
-195
-3% -$58.9K 0.93% 14
2022
Q2 		$1.82M Sell
6,491
-390
-6% -$121K 1.01% 15
2022
Q1 		$2.49M Sell
6,881
-57
-0.8% -$20.2K 1.1% 17
2021
Q4 		$2.76M Buy
+6,938
New +$2.68M 1.05% 18

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kaydan Wealth Management's QQQ Position: Q1 2026 in Review

Kaydan Wealth Management sold out of Invesco QQQ Trust (QQQ) in Q1 2026, closing a stake of 6,650 shares — an estimated $4.09M sold.

Kaydan Wealth Management first reported a position in QQQ in Q4 2021 and held it in 17 quarters. The position peaked at $4.09M in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Kaydan Wealth Management reported no remaining Invesco QQQ Trust position as of Q1 2026 after selling out during the quarter.
  • Kaydan Wealth Management sold 6,650 Invesco QQQ Trust shares in Q1 2026, an estimated $4.09M.
  • Kaydan Wealth Management first reported a position in Invesco QQQ Trust in Q4 2021 and held it in 17 quarters.
  • Kaydan Wealth Management's Invesco QQQ Trust position peaked at $4.09M in Q4 2025.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.