SEC 13F Intelligence

Kerr Financial Planning Corp / QQQ

Kerr Financial Planning Corp’s Invesco Qqq Tr Position

Does Kerr Financial Planning Corp own Invesco Qqq Tr (QQQ)? Yes — 7.6K shares worth $6M (+6.25% of its 13F portfolio) as of Q2 2026, down from 7.7K shares the prior filed quarter.

Position Value
$6M
Q2 2026
Shares
7.6K
% of Portfolio
+6.25%
Quarters Held
3
currently held

Position History QQQ

Reported value by quarter
Q3 ’25: $4MQ3 ’25Q1 ’26: $5MQ1 ’26Q2 ’26: $6MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20267.6K$6M+6.25%
Q1 20267.7K$5M+3.55%
Q3 20257.0K$4M+6.06%

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