SEC 13F Intelligence

Kingsview Wealth Management, LLC / NDQ

Kingsview Wealth Management, LLC’s Invesco Qqq Tr Position

Does Kingsview Wealth Management, LLC own Invesco Qqq Tr (NDQ)? Yes109.1K shares worth $63M (+0.86% of its 13F portfolio) as of Q1 2026, up from 104.4K shares the prior filed quarter.

Position Value
$63M
Q1 2026
Shares
109.1K
% of Portfolio
+0.86%
Quarters Held
24
currently held

Position History NDQ

Reported value by quarter
Q4 ’19: $17MQ4 ’19Q1 ’20: $15MQ2 ’20: $36MQ3 ’20: $30MQ3 ’20Q4 ’20: $33MQ1 ’21: $37MQ2 ’21: $34MQ2 ’21Q4 ’21: $46MQ2 ’22: $26MQ3 ’22: $25MQ3 ’22Q4 ’22: $24MQ1 ’23: $36MQ2 ’23: $41MQ2 ’23Q3 ’23: $35MQ4 ’23: $36MQ1 ’24: $41MQ1 ’24Q2 ’24: $45MQ3 ’24: $48MQ4 ’24: $50MQ4 ’24Q1 ’25: $46MQ2 ’25: $58MQ3 ’25: $61MQ3 ’25Q4 ’25: $64MQ1 ’26: $63Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026109.1K$63M+0.86%
Q4 2025104.4K$64M+0.92%
Q3 2025102.4K$61M+0.94%
Q2 2025105.8K$58M+0.99%
Q1 202598.7K$46M+0.87%
Q4 202498.1K$50M+0.98%
Q3 202498.9K$48M+1.02%
Q2 202494.5K$45M+1.07%
Q1 202493.0K$41M+1.04%
Q4 2023100.2K$36M+1.60%
Q3 202397.9K$35M+1.26%
Q2 2023110.4K$41M+1.60%
Q1 2023112.7K$36M+1.52%
Q4 202290.7K$24M+1.05%
Q3 202293.3K$25M+1.18%
Q2 202294.4K$26M+1.27%
Q4 2021115.1K$46M+1.91%
Q2 202196.1K$34M+1.68%
Q1 2021114.3K$37M+2.11%
Q4 2020104.1K$33M+2.37%
Q3 2020108.5K$30M+2.70%
Q2 2020143.4K$36M+3.55%
Q1 202078.9K$15M+2.03%
Q4 201978.5K$17M+2.09%

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