SEC 13F Intelligence

Atticus Wealth Management, LLC / NDQ

Atticus Wealth Management, LLC’s Invesco Qqq Tr Position

Does Atticus Wealth Management, LLC own Invesco Qqq Tr (NDQ)? Yes — 10.4K shares worth $6M (+1.63% of its 13F portfolio) as of Q1 2026, down from 10.6K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
10.4K
% of Portfolio
+1.63%
Quarters Held
26
currently held

Position History NDQ

Reported value by quarter
Q4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $4MQ4 ’21Q1 ’22: $6MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ4 ’24: $5MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ3 ’25: $6MQ4 ’25: $7MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.4K$6M+1.63%
Q4 202510.6K$7M+1.61%
Q3 202510.1K$6M+1.53%
Q2 20259.8K$5M+1.46%
Q1 20259.0K$4M+1.38%
Q4 20249.0K$5M+1.44%
Q3 20249.1K$4M+1.43%
Q2 20249.0K$4M+1.40%
Q1 20249.5K$4M+1.38%
Q4 20239.8K$4M+1.42%
Q3 202310.7K$4M+1.47%
Q2 202310.7K$4M+1.45%
Q1 202311.0K$4M+1.34%
Q4 202211.0K$3M+1.20%
Q3 202210.9K$3M+1.48%
Q2 202210.9K$3M+1.27%
Q1 202216.2K$6M+2.14%
Q4 202110.8K$4M+1.67%
Q3 202111.1K$4M+1.74%
Q2 202111.1K$4M+1.71%
Q1 202111.9K$4M+1.81%
Q4 202013.1K$4M+2.07%
Q3 202012.3K$3M+2.04%
Q2 202011.1K$3M+1.82%
Q1 202015.8K$3M+2.43%
Q4 201917.8K$4M+2.42%

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