Kaydan Wealth Management
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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
Q3 		$4.78M Sell
6,466
-191
-3% -$136K 1.64% 14
2026
Q2 		$4.9M Buy
+6,657
New +$4.58M 1.49% 15
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Kaydan Wealth Management's QQQ Position: Q3 2026 in Review

Kaydan Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 2.9% in Q3 2026, selling an estimated $136K and leaving 6,466 shares worth $4.78M. The position accounts for 1.64% of the portfolio, ranked #14.

Kaydan Wealth Management first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.9M in Q2 2026. 3,269 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Kaydan Wealth Management held 6,466 shares of Invesco QQQ Trust worth $4.78M as of Q3 2026.
  • Kaydan Wealth Management sold 191 Invesco QQQ Trust shares in Q3 2026, an estimated $136K.
  • Invesco QQQ Trust made up 1.64% of Kaydan Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Kaydan Wealth Management first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
  • Kaydan Wealth Management's Invesco QQQ Trust position peaked at $4.9M in Q2 2026.
  • 3,269 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.