SEC 13F Intelligence

Ascentis Independent Advisors / QQQ

Ascentis Independent Advisors’s Invesco Qqq Tr Position

Does Ascentis Independent Advisors own Invesco Qqq Tr (QQQ)? Yes21.2K shares worth $12M (+0.92% of its 13F portfolio) as of Q1 2026, up from 11.7K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
21.2K
% of Portfolio
+0.92%
Quarters Held
17
currently held

Position History QQQ

Reported value by quarter
Q4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $3MQ3 ’21: $3MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $4MQ4 ’24: $5MQ1 ’25: $4MQ1 ’25Q2 ’25: $7MQ3 ’25: $8MQ4 ’25: $7MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.2K$12M+0.92%
Q4 202511.7K$7M+1.16%
Q3 202512.6K$8M+1.28%
Q2 202511.8K$7M+1.21%
Q1 20259.3K$4M+0.87%
Q4 202410.6K$5M+1.04%
Q3 20249.2K$4M+0.70%
Q2 202410.9K$5M+1.08%
Q4 202310.8K$4M+1.07%
Q3 20235.6K$2M+0.56%
Q2 20235.3K$2M+0.55%
Q1 20229.3K$3M+1.70%
Q4 20218.4K$3M+1.70%
Q3 20217.6K$3M+1.11%
Q2 20217.1K$3M+0.96%
Q1 20214.3K$1M+0.78%
Q4 20204.4K$1M+0.95%

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