POIA
KQQQ

Pin Oak Investment Advisors’s Kurv Technology Titans Select ETF KQQQ Stock Holding History

Pin Oak Investment Advisors’s Portfolio KQQQ Stock Details KQQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-550
Closed -$13K – 595
2026
Q1 		$13K Hold
550
– – 0.01% 347
2025
Q4 		$15K Buy
+550
New +$16K 0.01% 344

Other funds holding KQQQ

NFSG
Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IAG
Investmark Advisory Group Shelton, Connecticut $263M AUM 23.11% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
SC
Swan Capital Pensacola, Florida $292M AUM 15.76% 1-Year Est. Return

Pin Oak Investment Advisors's KQQQ Position: Q2 2026 in Review

Pin Oak Investment Advisors sold out of Kurv Technology Titans Select ETF (KQQQ) in Q2 2026, closing a stake of 550 shares — an estimated $13K sold.

Pin Oak Investment Advisors first reported a position in KQQQ in Q4 2025 and held it in 2 quarters. The position peaked at $15K in Q4 2025. 17 funds tracked by Wall St. Rank hold KQQQ as of Q2 2026.

  • Pin Oak Investment Advisors reported no remaining Kurv Technology Titans Select ETF position as of Q2 2026 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 550 Kurv Technology Titans Select ETF shares in Q2 2026, an estimated $13K.
  • Pin Oak Investment Advisors first reported a position in Kurv Technology Titans Select ETF in Q4 2025 and held it in 2 quarters.
  • Pin Oak Investment Advisors's Kurv Technology Titans Select ETF position peaked at $15K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Kurv Technology Titans Select ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.