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KFA Private Wealth Group’s Invesco QQQ Trust QQQ Stock Holding History

KFA Private Wealth 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 		$881K Sell
1,527
-41
-3% -$24.9K 0.21% 56
2025
Q4 		$963K Buy
1,568
+184
+13% +$113K 0.23% 53
2025
Q3 		$831K Sell
1,384
-40
-3% -$22.9K 0.24% 50
2025
Q2 		$786K Sell
1,424
-49
-3% -$24.4K 0.24% 50
2025
Q1 		$691K Buy
1,473
+96
+7% +$48.8K 0.24% 51
2024
Q4 		$704K Sell
1,377
-22
-2% -$11.1K 0.29% 38
2024
Q3 		$683K Sell
1,399
-14
-1% -$6.63K 0.33% 35
2024
Q2 		$677K Buy
1,413
+194
+16% +$87.3K 0.35% 34
2024
Q1 		$541K Buy
1,219
+144
+13% +$61.7K 0.17% 55
2023
Q4 		$440K Buy
1,075
+130
+14% +$49.3K 0.16% 58
2023
Q3 		$339K Buy
945
+9
+1% +$3.34K 0.14% 59
2023
Q2 		$346K Sell
936
-16
-2% -$5.39K 0.14% 56
2023
Q1 		$306K Buy
+952
New +$281K 0.14% 59
2022
Q4 		– Sell
-934
Closed -$250K – 71
2022
Q3 		$250K Buy
934
+3
+0.3% +$905 0.13% 57
2022
Q2 		$261K Buy
931
+349
+60% +$108K 0.14% 55
2022
Q1 		$211K Sell
582
-79
-12% -$28.1K 0.11% 70
2021
Q4 		$263K Buy
+661
New +$255K 0.13% 63

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KFA Private Wealth Group's QQQ Position: Q1 2026 in Review

KFA Private Wealth Group reduced its Invesco QQQ Trust (QQQ) stake by 2.6% in Q1 2026, selling an estimated $24.9K and leaving 1,527 shares worth $881K. The position accounts for 0.21% of the portfolio, ranked #56.

KFA Private Wealth Group first reported a position in QQQ in Q4 2021 and has held it in 17 quarters since. The position peaked at $963K in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • KFA Private Wealth Group held 1,527 shares of Invesco QQQ Trust worth $881K as of Q1 2026.
  • KFA Private Wealth Group sold 41 Invesco QQQ Trust shares in Q1 2026, an estimated $24.9K.
  • Invesco QQQ Trust made up 0.21% of KFA Private Wealth Group's portfolio in Q1 2026, its #56 holding.
  • KFA Private Wealth Group first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 17 quarters since.
  • KFA Private Wealth Group's Invesco QQQ Trust position peaked at $963K in Q4 2025.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.