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Kingswood Wealth Advisors’s Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF QQQY Stock Holding History

Kingswood Wealth Advisors’s Portfolio QQQY Stock Details QQQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,732
Closed -$362K – 808
2024
Q4 		$362K Buy
11,732
+5,866
+100% +$196K 0.03% 543
2024
Q3 		$214K Buy
+5,866
New +$231K 0.02% 651
2024
Q2 		– Sell
-6,133
Closed -$307K – 701
2024
Q1 		$307K Buy
6,133
+2,333
+61% +$120K 0.04% 468
2023
Q4 		$202K Buy
+3,800
New +$207K 0.02% 579

Other funds holding QQQY

ACMG
Anchor Capital Management Group Aliso Viejo, California $145M AUM 25.76% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kingswood Wealth Advisors's QQQY Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF (QQQY) in Q1 2025, closing a stake of 11,732 shares — an estimated $362K sold.

Kingswood Wealth Advisors first reported a position in QQQY in Q4 2023 and held it in 4 quarters. The position peaked at $362K in Q4 2024. 14 funds tracked by Wall St. Rank hold QQQY as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 11,732 Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF shares in Q1 2025, an estimated $362K.
  • Kingswood Wealth Advisors first reported a position in Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF position peaked at $362K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.