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Kestra Advisory Services, LLC: QQQI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on QQQI, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 140,415 QQQI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,415 shares
    Change vs previous 13F +23,774 shares

    0.02% of the 13F portfolio, value $7,974,153.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 69,770 shares
    • Kestra Advisory Services, LLC: 70,645 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 116,641 shares
    Change vs previous 13F -7,427 shares

    0.02% of the 13F portfolio, value $5,795,912.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 65,926 shares
    • Kestra Advisory Services, LLC: 50,715 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 124,068 shares
    Change vs previous 13F +74,005 shares

    0.02% of the 13F portfolio, value $6,682,319.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 66,100 shares
    • Kestra Advisory Services, LLC: 57,968 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 50,063 shares
    Change vs previous 13F +26,457 shares

    0.01% of the 13F portfolio, value $2,713,377.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,510 shares
    • Kestra Advisory Services, LLC: 42,553 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,606 shares
    Change vs previous 13F +14,306 shares

    0.01% of the 13F portfolio, value $1,227,731.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,300 shares
    Change vs previous 13F -809 shares

    <0.01% of the 13F portfolio, value $441,099.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,109 shares
    Change vs previous 13F +1,613 shares

    <0.01% of the 13F portfolio, value $529,408.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,496 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $436,114.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).