Kennedy Investment Group’s Invesco QQQ Trust QQQ Stock Holding History

Kennedy Investment 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	$812K	Sell	1,103 -28	-2%	-$19.3K	0.28%	82
2026 Q1	$653K	Sell	1,131 -18	-2%	-$10.9K	0.26%	84
2025 Q4	$706K	Buy	1,149 +103	+10%	+$63.2K	0.27%	83
2025 Q3	$628K	Buy	1,046 +3	+0.3%	+$1.72K	0.25%	83
2025 Q2	$576K	Buy	1,043 +110	+12%	+$54.7K	0.24%	86
2025 Q1	$438K	Sell	933 -20	-2%	-$10.2K	0.2%	93
2024 Q4	$487K	Buy	953 +56	+6%	+$28.3K	0.22%	87
2024 Q3	$438K	Sell	897 -71	-7%	-$33.6K	0.2%	91
2024 Q2	$464K	Buy	968 +1	+0.1%	+$450	0.23%	83
2024 Q1	$430K	Sell	967 -5	-0.5%	-$2.14K	0.23%	87
2023 Q4	$398K	Buy	+972	New	+$369K	0.22%	89

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kennedy Investment Group's QQQ Position: Q2 2026 in Review

Kennedy Investment Group reduced its Invesco QQQ Trust (QQQ) stake by 2.5% in Q2 2026, selling an estimated $19.3K and leaving 1,103 shares worth $812K. The position accounts for 0.28% of the portfolio, ranked #82.

Kennedy Investment Group first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 4,015 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Kennedy Investment Group held 1,103 shares of Invesco QQQ Trust worth $812K as of Q2 2026.
Kennedy Investment Group sold 28 Invesco QQQ Trust shares in Q2 2026, an estimated $19.3K.
Invesco QQQ Trust made up 0.28% of Kennedy Investment Group's portfolio in Q2 2026, its #82 holding.
Kennedy Investment Group first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
4,015 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.