SEC 13F Intelligence

Kaizen Financial Strategies / NDQ

Kaizen Financial Strategies’s Invesco Qqq Tr Position

Does Kaizen Financial Strategies own Invesco Qqq Tr (NDQ)? Yes4.1K shares worth $3M (+1.10% of its 13F portfolio) as of Q1 2026, up from 4.0K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
4.1K
% of Portfolio
+1.10%
Quarters Held
21
currently held

Position History NDQ

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $2MQ2 ’22: $1MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $1MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ3 ’25: $3MQ3 ’25Q4 ’25: $2MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.1K$3M+1.10%
Q4 20254.0K$2M+1.09%
Q3 20254.3K$3M+1.18%
Q2 20254.5K$2M+1.27%
Q1 20254.6K$2M+1.24%
Q4 20244.8K$2M+1.40%
Q3 20244.5K$2M+1.27%
Q2 20244.5K$2M+1.28%
Q1 20244.5K$2M+1.36%
Q4 20234.5K$2M+1.39%
Q3 20234.9K$2M+1.50%
Q2 20234.8K$2M+1.53%
Q1 20234.6K$1M+1.47%
Q4 20226.8K$2M+1.89%
Q3 20226.1K$2M+1.64%
Q2 20224.7K$1M+1.31%
Q1 20224.7K$2M+1.32%
Q4 20217.5K$3M+2.24%
Q3 20217.4K$3M+2.15%
Q1 20216.9K$2M+2.11%
Q4 20207.3K$2M+2.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kaizen Financial Strategies’s full portfolio or all institutional holders of NDQ.