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Kieckhefer Group’s Invesco QQQ Trust QQQ Stock Holding History

Kieckhefer 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 		$10.4M Buy
14,083
+100
+0.7% +$68.8K 4.22% 4
2026
Q1 		$8.07M Buy
13,983
+205
+1% +$125K 3.81% 4
2025
Q4 		$8.46M Buy
13,778
+21
+0.2% +$12.9K 4.03% 4
2025
Q3 		$8.26M Buy
13,757
+12
+0.1% +$6.87K 3.87% 3
2025
Q2 		$7.58M Buy
13,745
+1,450
+12% +$721K 4.11% 4
2025
Q1 		$5.77M Buy
12,295
+173
+1% +$87.9K 4.17% 5
2024
Q4 		$6.2M Buy
+12,122
New +$6.13M 3.73% 5

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Kieckhefer Group's QQQ Position: Q2 2026 in Review

Kieckhefer Group increased its Invesco QQQ Trust (QQQ) stake by 0.72% in Q2 2026, buying an estimated $68.8K and bringing the position to 14,083 shares worth $10.4M. The position accounts for 4.22% of the portfolio, ranked #4.

Kieckhefer Group first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 1,715 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Kieckhefer Group held 14,083 shares of Invesco QQQ Trust worth $10.4M as of Q2 2026.
  • Kieckhefer Group bought 100 Invesco QQQ Trust shares in Q2 2026, an estimated $68.8K.
  • Invesco QQQ Trust made up 4.22% of Kieckhefer Group's portfolio in Q2 2026, its #4 holding.
  • Kieckhefer Group first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,715 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Kieckhefer Group's 13F filing for Q2 2026, filed 21 Jul 2026.