SEC 13F Intelligence

Plotkin Financial Advisors, LLC / NDQ

Plotkin Financial Advisors, LLC’s Invesco Qqq Tr Position

Does Plotkin Financial Advisors, LLC own Invesco Qqq Tr (NDQ)? Yes23.2K shares worth $13M (+6.73% of its 13F portfolio) as of Q1 2026, up from 23.0K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
23.2K
% of Portfolio
+6.73%
Quarters Held
6
currently held

Position History NDQ

Reported value by quarter
Q3 ’24: $8MQ3 ’24Q1 ’25: $9MQ1 ’25Q2 ’25: $12MQ2 ’25Q3 ’25: $13MQ3 ’25Q4 ’25: $14MQ4 ’25Q1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.2K$13M+6.73%
Q4 202523.0K$14M+6.90%
Q3 202521.8K$13M+6.48%
Q2 202521.0K$12M+6.39%
Q1 202519.9K$9M+5.74%
Q3 202417.5K$8M+5.38%

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