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Kerr Financial Planning’s ProShares Nasdaq-100 Dorsey Wright Momentum ETF QQQA Stock Holding History

Kerr Financial Planning’s Portfolio QQQA Stock Details QQQA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$145K Hold
1,700
– – 0.16% 103
2026
Q1 		$107K Buy
+1,700
New +$89.7K 0.08% 123

Other funds holding QQQA

PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
CFG
Carr Financial Group Worcester, Massachusetts $434M AUM 28.34% 1-Year Est. Return
ORC
O'Rourke & Company Boston, Massachusetts $287M AUM 23.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Kerr Financial Planning's QQQA Position: Q2 2026 in Review

Kerr Financial Planning held its ProShares Nasdaq-100 Dorsey Wright Momentum ETF (QQQA) position steady in Q2 2026 at 1,700 shares worth $145K. The position accounts for 0.16% of the portfolio, ranked #103.

Kerr Financial Planning first reported a position in QQQA in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold QQQA as of Q2 2026.

  • Kerr Financial Planning held 1,700 shares of ProShares Nasdaq-100 Dorsey Wright Momentum ETF worth $145K as of Q2 2026.
  • Kerr Financial Planning left its ProShares Nasdaq-100 Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
  • ProShares Nasdaq-100 Dorsey Wright Momentum ETF made up 0.16% of Kerr Financial Planning's portfolio in Q2 2026, its #103 holding.
  • Kerr Financial Planning first reported a position in ProShares Nasdaq-100 Dorsey Wright Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held ProShares Nasdaq-100 Dorsey Wright Momentum ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.