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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kennedy Investment Group's QQQ Position: Q1 2026 in Review

Kennedy Investment Group reduced its Invesco QQQ Trust (QQQ) stake by 1.6% in Q1 2026, selling an estimated $10.9K and leaving 1,131 shares worth $653K. The position accounts for 0.26% of the portfolio, ranked #84.

Kennedy Investment Group first reported a position in QQQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $706K in Q4 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Kennedy Investment Group held 1,131 shares of Invesco QQQ Trust worth $653K as of Q1 2026.
Kennedy Investment Group sold 18 Invesco QQQ Trust shares in Q1 2026, an estimated $10.9K.
Invesco QQQ Trust made up 0.26% of Kennedy Investment Group's portfolio in Q1 2026, its #84 holding.
Kennedy Investment Group first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 10 quarters since.
Kennedy Investment Group's Invesco QQQ Trust position peaked at $706K in Q4 2025.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Kennedy Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.