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KENNEDY INVESTMENT GROUP, INC. Historic Quarter Change: USA ETF, Reduced

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KENNEDY INVESTMENT GROUP, INC. historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, KENNEDY INVESTMENT GROUP, INC. opened 50 positions, added to 188, reduced 147 and sold out of 24.

  • Q2 2026: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 1,131.
  • Q2 2026: Stock IBIT; Country of operation —; Class SHS BEN INT; Shares before 20,905.
  • Q2 2026: Stock SPY; Country of operation —; Class TR UNIT; Shares before 1,121.
  • Q2 2026: Stock EVV; Country of operation —; Class COM; Shares before 120,455.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1978005), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026QQQ
INVESCO QQQ TR		UNIT SER 11,1311,103-28$652,720$812,159+$159,4392026-07-30
Q2 2026IBIT
ISHARES BITCOIN TRUST ETF		SHS BEN INT20,90520,760-145$803,170$691,100-$112,0702026-07-30
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT1,1211,104-17$729,312$824,731+$95,4192026-07-30
Q2 2026EVV
EATON VANCE LIMITED DURATION		COM120,455111,452-9,003$1,138,295$1,044,303-$93,9922026-07-30
Q2 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS1,7791,678-101$1,063,110$1,152,645+$89,5352026-07-30
Q2 2026RVT
ROYCE SMALL CAP TRUST INC		COM82,08377,383-4,700$1,362,577$1,429,268+$66,6912026-07-30
Q2 2026VPU
VANGUARD WORLD FD		UTILITIES ETF7,9457,730-215$1,574,168$1,512,994-$61,1742026-07-30
Q2 2026AFB
ALLIANCEBERNSTEIN NATL MUN I		COM47,28139,174-8,107$505,439$446,976-$58,4632026-07-30
Q2 2026NVG
NUVEEN AMT FREE MUN CR INC F		COM159,518150,182-9,336$1,966,855$1,922,329-$44,5262026-07-30
Q2 2026VTI
VANGUARD INDEX FDS		TOTAL STK MKT1,000979-21$320,711$362,390+$41,6792026-07-30
Q2 2026FVD
FIRST TR EXCHANGE-TRADED FD		SHS41,51639,748-1,768$1,952,480$1,915,038-$37,4422026-07-30
Q2 2026VHT
VANGUARD WORLD FD		HEALTH CAR ETF3,2123,028-184$874,610$905,307+$30,6972026-07-30
Q2 2026VXUS
VANGUARD STAR FDS		VG TL INTL STK F3,6573,623-34$281,984$309,763+$27,7792026-07-30
Q2 2026RDVY
FIRST TR EXCHANGE TRADED FD		RISNG DIVD ACHIV3,0822,933-149$210,463$237,751+$27,2882026-07-30
Q2 2026COWZ
PACER FDS TR		US CASH COWS 1003,6673,273-394$229,404$203,577-$25,8272026-07-30
Q2 2026QUAL
ISHARES TR		MSCI USA QLT FCT2,7132,256-457$520,293$495,070-$25,2232026-07-30
Q2 2026IWM
ISHARES TR		RUSSELL 2000 ETF845730-115$209,644$219,305+$9,6612026-07-30
Q2 2026JMHI
J P MORGAN EXCHANGE TRADED F		HIGH YIELD MUNI7,7337,689-44$385,335$389,306+$3,9712026-07-30
Q2 2026IYK
ISHARES TR		US CONSM STAPLES3,0192,895-124$211,455$210,352-$1,1032026-07-30
Q2 2026IVE
ISHARES TR		S&P 500 VAL ETF4,6024,277-325$971,722$971,173-$5492026-07-30

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