SEC 13F Intelligence

Oppenheimer Asset Management Inc. / NDQ

Oppenheimer Asset Management Inc.’s Invesco Qqq Tr Position

Does Oppenheimer Asset Management Inc. own Invesco Qqq Tr (NDQ)? Yes40.0K shares worth $23M (+0.26% of its 13F portfolio) as of Q1 2026, down from 41.2K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
40.0K
% of Portfolio
+0.26%
Quarters Held
29
currently held

Position History NDQ

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ3 ’19: $7MQ4 ’19: $9MQ4 ’19Q1 ’20: $7MQ2 ’20: $9MQ3 ’20: $9MQ4 ’20: $10MQ4 ’20Q1 ’21: $12MQ2 ’21: $14MQ3 ’21: $16MQ4 ’21: $18MQ4 ’21Q1 ’22: $16MQ2 ’22: $13MQ3 ’22: $12MQ4 ’22: $12MQ4 ’22Q1 ’23: $14MQ2 ’23: $16MQ3 ’23: $15MQ4 ’23: $18MQ4 ’23Q1 ’24: $17MQ2 ’24: $12MQ3 ’24: $27MQ4 ’24: $29MQ4 ’24Q1 ’25: $25MQ2 ’25: $11MQ3 ’25: $25MQ1 ’26: $23MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.0K$23M+0.26%
Q3 202541.2K$25M+0.27%
Q2 202520.8K$11M+0.13%
Q1 202554.3K$25M+0.32%
Q4 202456.5K$29M+0.35%
Q3 202455.5K$27M+0.33%
Q2 202424.3K$12M+0.15%
Q1 202438.6K$17M+0.25%
Q4 202343.0K$18M+0.24%
Q3 202342.5K$15M+0.23%
Q2 202343.5K$16M+0.24%
Q1 202344.3K$14M+0.22%
Q4 202244.5K$12M+0.19%
Q3 202245.5K$12M+0.21%
Q2 202245.4K$13M+0.21%
Q1 202245.2K$16M+0.23%
Q4 202145.9K$18M+0.24%
Q3 202144.8K$16M+0.23%
Q2 202139.6K$14M+0.20%
Q1 202136.9K$12M+0.18%
Q4 202032.6K$10M+0.17%
Q3 202034.1K$9M+0.18%
Q2 202036.0K$9M+0.18%
Q1 202038.3K$7M+0.18%
Q4 201942.0K$9M+0.19%
Q3 201938.6K$7M+0.16%
Q2 201938.9K$7M+0.16%
Q1 201938.7K$7M+0.16%
Q4 201837.5K$6M+0.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oppenheimer Asset Management Inc.’s full portfolio or all institutional holders of NDQ.