Baron Financial Group, LLC / NDQ
Baron Financial Group, LLC’s Invesco Qqq Tr Position
Does Baron Financial Group, LLC own Invesco Qqq Tr (NDQ)? Yes — 21.7K shares worth $16M (+7.62% of its 13F portfolio) as of Q2 2026, up from 21.7K shares the prior filed quarter.
Position Value
$16M
Q2 2026
Shares
21.7K
% of Portfolio
+7.62%
Quarters Held
16
currently held
Position History NDQ
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 21.7K | $16M | +7.62% |
| Q1 2026 | 21.7K | $13M | +6.74% |
| Q4 2025 | 21.4K | $13M | +7.06% |
| Q3 2025 | 21.9K | $13M | +7.21% |
| Q2 2025 | 21.9K | $12M | +7.08% |
| Q1 2025 | 21.9K | $10M | +6.47% |
| Q4 2024 | 22.1K | $11M | +7.00% |
| Q3 2024 | 22.6K | $11M | +6.73% |
| Q2 2024 | 23.3K | $11M | +7.11% |
| Q1 2024 | 24.3K | $11M | +6.66% |
| Q4 2023 | 25.2K | $10M | +6.58% |
| Q3 2023 | 25.6K | $9M | +5.95% |
| Q2 2023 | 25.8K | $10M | +5.89% |
| Q1 2023 | 25.7K | $8M | +5.22% |
| Q4 2022 | 20.1K | $5M | +3.55% |
| Q3 2022 | 18.8K | $5M | +3.39% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baron Financial Group, LLC’s full portfolio or all institutional holders of NDQ.