SEC 13F Intelligence

Baker Avenue Asset Management, LP / NDQ

Baker Avenue Asset Management, LP’s Invesco Qqq Tr Position

Does Baker Avenue Asset Management, LP own Invesco Qqq Tr (NDQ)? Yes100.7K shares worth $58M (+1.31% of its 13F portfolio) as of Q1 2026, up from 100.1K shares the prior filed quarter.

Position Value
$58M
Q1 2026
Shares
100.7K
% of Portfolio
+1.31%
Quarters Held
29
currently held

Position History NDQ

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $2MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $1MQ4 ’19Q2 ’20: $1MQ3 ’20: $2MQ4 ’20: $2MQ1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $1MQ4 ’21: $3MQ1 ’22: $770,000Q1 ’22Q2 ’22: $677,000Q3 ’22: $13MQ4 ’22: $23MQ1 ’23: $32MQ1 ’23Q2 ’23: $41MQ3 ’23: $43MQ4 ’23: $51MQ1 ’24: $57MQ1 ’24Q2 ’24: $60MQ3 ’24: $63MQ4 ’24: $66MQ1 ’25: $39MQ1 ’25Q2 ’25: $46MQ3 ’25: $60MQ4 ’25: $61MQ1 ’26: $58MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026100.7K$58M+1.31%
Q4 2025100.1K$61M+1.42%
Q3 202599.7K$60M+1.43%
Q2 202584.0K$46M+1.32%
Q1 202583.3K$39M+1.22%
Q4 2024129.7K$66M+2.03%
Q3 2024128.8K$63M+1.99%
Q2 2024126.3K$60M+2.06%
Q1 2024127.7K$57M+2.22%
Q4 2023124.8K$51M+2.25%
Q3 2023120.0K$43M+2.15%
Q2 2023112.0K$41M+2.08%
Q1 2023100.6K$32M+1.74%
Q4 202287.7K$23M+1.40%
Q3 202250.1K$13M+0.84%
Q2 20222.4K$677,000+0.04%
Q1 20222.1K$770,000+0.04%
Q4 20217.6K$3M+0.15%
Q3 20213.3K$1M+0.07%
Q2 20214.6K$2M+0.09%
Q1 20216.5K$2M+0.13%
Q4 20205.7K$2M+0.12%
Q3 20205.8K$2M+0.12%
Q2 20205.9K$1M+0.12%
Q4 20195.5K$1M+0.08%
Q3 20195.6K$1M+0.08%
Q2 20195.8K$1M+0.09%
Q1 201911.9K$2M+0.18%
Q4 201822.2K$3M+0.34%

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