SEC 13F Intelligence

Hoylecohen, LLC / NDQ

Hoylecohen, LLC’s Invesco Qqq Tr Position

Does Hoylecohen, LLC own Invesco Qqq Tr (NDQ)? Yes49.5K shares worth $24M (+1.80% of its 13F portfolio) as of Q2 2024, down from 54.5K shares the prior filed quarter.

Position Value
$24M
Q2 2024
Shares
49.5K
% of Portfolio
+1.80%
Quarters Held
23
currently held

Position History NDQ

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $10MQ3 ’19: $9MQ3 ’19Q4 ’19: $11MQ1 ’20: $9MQ2 ’20: $12MQ2 ’20Q3 ’20: $14MQ4 ’20: $15MQ1 ’21: $15MQ1 ’21Q2 ’21: $16MQ3 ’21: $16MQ4 ’21: $18MQ4 ’21Q1 ’22: $17MQ2 ’22: $13MQ3 ’22: $12MQ3 ’22Q4 ’22: $13MQ1 ’23: $17MQ2 ’23: $19MQ2 ’23Q3 ’23: $18MQ4 ’23: $21MQ1 ’24: $24MQ1 ’24Q2 ’24: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202449.5K$24M+1.80%
Q1 202454.5K$24M+1.85%
Q4 202351.2K$21M+1.71%
Q3 202349.9K$18M+1.66%
Q2 202350.5K$19M+1.65%
Q1 202351.5K$17M+1.54%
Q4 202249.8K$13M+1.32%
Q3 202245.5K$12M+1.33%
Q2 202246.2K$13M+1.35%
Q1 202246.1K$17M+1.43%
Q4 202145.9K$18M+1.52%
Q3 202144.4K$16M+1.51%
Q2 202145.5K$16M+1.26%
Q1 202148.0K$15M+1.56%
Q4 202049.1K$15M+1.78%
Q3 202048.8K$14M+2.00%
Q2 202049.1K$12M+2.03%
Q1 202049.1K$9M+1.87%
Q4 201949.8K$11M+1.68%
Q3 201950.0K$9M+1.61%
Q2 201951.7K$10M+1.67%
Q1 201951.4K$9M+1.63%
Q4 201852.8K$8M+1.66%

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