SEC 13F Intelligence

Kw Wealth Management LLC / QQQ

Kw Wealth Management LLC’s Invesco Qqq Tr Position

Does Kw Wealth Management LLC own Invesco Qqq Tr (QQQ)? Not currently — the last reported position was 1.3K shares worth $822,247 in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$822,247
Q4 2025
Shares
1.3K
% of Portfolio
+1.25%
Quarters Held
2
position exited

Position History QQQ

Reported value by quarter
Q3 ’25: $796,380Q3 ’25Q4 ’25: $822,247Q4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20251.3K$822,247+1.25%
Q3 20251.3K$796,380+1.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kw Wealth Management LLC’s full portfolio or all institutional holders of QQQ.