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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
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

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

Kaydan Wealth Management's QQQ Position: Q2 2026 in Review

Kaydan Wealth Management opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 6,657 shares worth $4.9M. The stake represents 1.49% of the portfolio and ranks #15 among its holdings. This is a return to the name: Kaydan Wealth Management previously reported a position in QQQ as recently as Q4 2025.

Kaydan Wealth Management first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Kaydan Wealth Management held 6,657 shares of Invesco QQQ Trust worth $4.9M as of Q2 2026.
  • Invesco QQQ Trust was a new Kaydan Wealth Management position in Q2 2026.
  • Invesco QQQ Trust made up 1.49% of Kaydan Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Kaydan Wealth Management first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.