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

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

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, KENNEDY INVESTMENT GROUP, INC. opened 15 positions, added to 19, reduced 20, sold out of 8 and left 2 unchanged. The largest increase in value was FDLO (+$6,571,028); the largest decrease was USMV (-$10,823,241).

QQQ: Country of operation —; Class UNIT SER 1; Shares 2026-03-31 1,131; Shares 2026-06-30 1,103.
IBIT: Country of operation —; Class SHS BEN INT; Shares 2026-03-31 20,905; Shares 2026-06-30 20,760.
SPY: Country of operation —; Class TR UNIT; Shares 2026-03-31 1,121; Shares 2026-06-30 1,104.
EVV: Country of operation —; Class COM; Shares 2026-03-31 120,455; Shares 2026-06-30 111,452.

Two Form 13F-HR filings compared (SEC CIK 1978005): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-30). 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; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
QQQ INVESCO QQQ TR	UNIT SER 1	1,131	1,103	-28	$652,720	$812,159	+$159,439
IBIT ISHARES BITCOIN TRUST ETF	SHS BEN INT	20,905	20,760	-145	$803,170	$691,100	-$112,070
SPY STATE STR SPDR S&P 500 ETF T	TR UNIT	1,121	1,104	-17	$729,312	$824,731	+$95,419
EVV EATON VANCE LIMITED DURATION	COM	120,455	111,452	-9,003	$1,138,295	$1,044,303	-$93,992
VOO VANGUARD INDEX FDS	S&P 500 ETF SHS	1,779	1,678	-101	$1,063,110	$1,152,645	+$89,535
RVT ROYCE SMALL CAP TRUST INC	COM	82,083	77,383	-4,700	$1,362,577	$1,429,268	+$66,691
VPU VANGUARD WORLD FD	UTILITIES ETF	7,945	7,730	-215	$1,574,168	$1,512,994	-$61,174
AFB ALLIANCEBERNSTEIN NATL MUN I	COM	47,281	39,174	-8,107	$505,439	$446,976	-$58,463
NVG NUVEEN AMT FREE MUN CR INC F	COM	159,518	150,182	-9,336	$1,966,855	$1,922,329	-$44,526
VTI VANGUARD INDEX FDS	TOTAL STK MKT	1,000	979	-21	$320,711	$362,390	+$41,679
FVD FIRST TR EXCHANGE-TRADED FD	SHS	41,516	39,748	-1,768	$1,952,480	$1,915,038	-$37,442
VHT VANGUARD WORLD FD	HEALTH CAR ETF	3,212	3,028	-184	$874,610	$905,307	+$30,697
VXUS VANGUARD STAR FDS	VG TL INTL STK F	3,657	3,623	-34	$281,984	$309,763	+$27,779
RDVY FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	3,082	2,933	-149	$210,463	$237,751	+$27,288
COWZ PACER FDS TR	US CASH COWS 100	3,667	3,273	-394	$229,404	$203,577	-$25,827
QUAL ISHARES TR	MSCI USA QLT FCT	2,713	2,256	-457	$520,293	$495,070	-$25,223
IWM ISHARES TR	RUSSELL 2000 ETF	845	730	-115	$209,644	$219,305	+$9,661
JMHI J P MORGAN EXCHANGE TRADED F	HIGH YIELD MUNI	7,733	7,689	-44	$385,335	$389,306	+$3,971
IYK ISHARES TR	US CONSM STAPLES	3,019	2,895	-124	$211,455	$210,352	-$1,103
IVE ISHARES TR	S&P 500 VAL ETF	4,602	4,277	-325	$971,722	$971,173	-$549

Similar Firms

Firm Name	Country	13F Value	Holdings
2Xideas AG	Switzerland	$0.255B	47
Agate Pass Investment Management, LLC	United States	$0.255B	105
Western Financial Corp/CA	United States	$0.255B	127
CUMBERLAND ADVISORS INC	United States	$0.255B	48
Caldwell Investment Management Ltd.	Canada	$0.255B	57
Highlander Partners, L.P.	United States	$0.256B	47
Juno Financial Group LLC	United States	$0.255B	70
Palisades Investment Partners, LLC	United States	$0.255B	51
Peirce Capital Management, LLC	United States	$0.256B	43
Wrenne Financial Planning LLC	United States	$0.255B	49