SEC 13F Intelligence

Soltis Investment Advisors LLC / NDQ

Soltis Investment Advisors LLC’s Invesco Qqq Tr Position

Does Soltis Investment Advisors LLC own Invesco Qqq Tr (NDQ)? Yes22.6K shares worth $13M (+0.82% of its 13F portfolio) as of Q1 2026, up from 21.4K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
22.6K
% of Portfolio
+0.82%
Quarters Held
21
currently held

Position History NDQ

Reported value by quarter
Q2 ’20: $964,000Q2 ’20Q3 ’20: $301,000Q4 ’20: $851,000Q1 ’21: $1MQ1 ’21Q2 ’21: $1MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q2 ’22: $2MQ4 ’22: $9MQ2 ’23: $15MQ2 ’23Q3 ’23: $9MQ4 ’23: $11MQ1 ’24: $9MQ1 ’24Q2 ’24: $13MQ3 ’24: $12MQ4 ’24: $12MQ4 ’24Q1 ’25: $18MQ2 ’25: $10MQ3 ’25: $11MQ3 ’25Q4 ’25: $13MQ1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.6K$13M+0.82%
Q4 202521.4K$13M+0.85%
Q3 202518.1K$11M+0.75%
Q2 202517.9K$10M+0.78%
Q1 202538.0K$18M+1.59%
Q4 202422.9K$12M+1.09%
Q3 202424.5K$12M+1.15%
Q2 202426.2K$13M+1.33%
Q1 202420.1K$9M+1.00%
Q4 202327.2K$11M+1.26%
Q3 202325.8K$9M+1.19%
Q2 202340.3K$15M+1.73%
Q4 202232.1K$9M+1.13%
Q2 20227.2K$2M+0.29%
Q4 20213.9K$2M+0.22%
Q3 20214.7K$2M+0.26%
Q2 20213.7K$1M+0.21%
Q1 20214.1K$1M+0.24%
Q4 20202.7K$851,000+0.16%
Q3 20201.1K$301,000+0.07%
Q2 20203.9K$964,000+0.25%

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