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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
Q2 		$2.33M Buy
3,169
+1,642
+108% +$1.13M 0.56% 32
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 $1.89T 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

KFA Private Wealth Group's QQQ Position: Q2 2026 in Review

KFA Private Wealth Group increased its Invesco QQQ Trust (QQQ) stake by 108% in Q2 2026, buying an estimated $1.13M and bringing the position to 3,169 shares worth $2.33M. The position accounts for 0.56% of the portfolio, ranked #32.

KFA Private Wealth Group 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.

  • KFA Private Wealth Group held 3,169 shares of Invesco QQQ Trust worth $2.33M as of Q2 2026.
  • KFA Private Wealth Group bought 1,642 Invesco QQQ Trust shares in Q2 2026, an estimated $1.13M.
  • Invesco QQQ Trust made up 0.56% of KFA Private Wealth Group's portfolio in Q2 2026, its #32 holding.
  • KFA Private Wealth Group 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 KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.