SEC 13F Intelligence

Belpointe Asset Management LLC / NDQ

Belpointe Asset Management LLC’s Invesco Qqq Tr Position

Does Belpointe Asset Management LLC own Invesco Qqq Tr (NDQ)? Yes144.7K shares worth $83M (+3.05% of its 13F portfolio) as of Q1 2026, up from 136.7K shares the prior filed quarter.

Position Value
$83M
Q1 2026
Shares
144.7K
% of Portfolio
+3.05%
Quarters Held
28
currently held

Position History NDQ

Reported value by quarter
Q1 ’19: $8MQ1 ’19Q2 ’19: $5MQ3 ’19: $2MQ4 ’19: $9MQ2 ’20: $17MQ2 ’20Q3 ’20: $18MQ4 ’20: $20MQ1 ’21: $20MQ2 ’21: $24MQ2 ’21Q3 ’21: $31MQ4 ’21: $29MQ1 ’22: $35MQ2 ’22: $35MQ2 ’22Q3 ’22: $34MQ4 ’22: $29MQ1 ’23: $34MQ2 ’23: $40MQ2 ’23Q3 ’23: $31MQ4 ’23: $45MQ1 ’24: $42MQ2 ’24: $55MQ2 ’24Q3 ’24: $54MQ4 ’24: $49MQ1 ’25: $46MQ2 ’25: $58MQ2 ’25Q3 ’25: $71MQ4 ’25: $84MQ1 ’26: $83Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026144.7K$83M+3.05%
Q4 2025136.7K$84M+3.03%
Q3 2025117.8K$71M+2.70%
Q2 2025105.3K$58M+2.42%
Q1 202598.0K$46M+2.39%
Q4 2024103.1K$49M+2.96%
Q3 2024110.1K$54M+3.22%
Q2 2024115.7K$55M+3.87%
Q1 202494.3K$42M+3.14%
Q4 2023109.2K$45M+3.93%
Q3 202386.8K$31M+3.22%
Q2 2023108.0K$40M+4.22%
Q1 2023106.5K$34M+1.84%
Q4 2022110.6K$29M+1.75%
Q3 2022132.3K$34M+2.30%
Q2 2022134.0K$35M+2.36%
Q1 202296.5K$35M+2.12%
Q4 202172.6K$29M+1.80%
Q3 202192.9K$31M+2.08%
Q2 202170.2K$24M+1.74%
Q1 202164.5K$20M+1.69%
Q4 202092.1K$20M+1.82%
Q3 202064.2K$18M+1.95%
Q2 202067.2K$17M+2.15%
Q4 201942.2K$9M+1.13%
Q3 201913.0K$2M+0.48%
Q2 201929.3K$5M+1.03%
Q1 201951.4K$8M+2.01%

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