SEC 13F Intelligence

Choate Investment Advisors / NDQ

Choate Investment Advisors’s Invesco Qqq Tr Position

Does Choate Investment Advisors own Invesco Qqq Tr (NDQ)? Yes — 24.8K shares worth $14M (+0.28% of its 13F portfolio) as of Q1 2026.

Position Value
$14M
Q1 2026
Shares
24.8K
% of Portfolio
+0.28%
Quarters Held
30
currently held

Position History NDQ

Reported value by quarter
Q4 ’18: $257,000Q4 ’18Q1 ’19: $300,000Q2 ’19: $311,000Q3 ’19: $315,000Q4 ’19: $337,000Q4 ’19Q1 ’20: $1MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $4MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $7MQ4 ’23: $4MQ4 ’23Q1 ’24: $11MQ2 ’24: $12MQ3 ’24: $12MQ4 ’24: $12MQ4 ’24Q1 ’25: $11MQ2 ’25: $13MQ3 ’25: $15MQ4 ’25: $15MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202624.8K$14M+0.28%
Q4 202524.8K$15M+0.30%
Q3 202525.1K$15M+0.31%
Q2 202524.2K$13M+0.29%
Q1 202523.2K$11M+0.27%
Q4 202424.1K$12M+0.30%
Q3 202424.1K$12M+0.30%
Q2 202424.3K$12M+0.30%
Q1 202424.3K$11M+0.29%
Q4 20239.0K$4M+0.11%
Q3 202319.7K$7M+0.28%
Q2 20238.7K$3M+0.13%
Q1 20238.7K$3M+0.13%
Q4 20228.5K$2M+0.14%
Q3 20228.6K$2M+0.15%
Q2 20228.6K$2M+0.15%
Q1 20228.8K$3M+0.17%
Q4 20219.1K$4M+0.21%
Q3 20219.1K$3M+0.21%
Q2 20219.2K$3M+0.20%
Q1 20218.5K$3M+0.17%
Q4 20208.5K$3M+0.16%
Q3 20208.4K$2M+0.15%
Q2 20207.6K$2M+0.14%
Q1 20207.7K$1M+0.12%
Q4 20191.6K$337,000+0.02%
Q3 20191.7K$315,000+0.02%
Q2 20191.7K$311,000+0.02%
Q1 20191.7K$300,000+0.02%
Q4 20181.7K$257,000+0.02%

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