SEC 13F Intelligence

Palumbo Wealth Management LLC / NDQ

Palumbo Wealth Management LLC’s Invesco Qqq Tr Position

Does Palumbo Wealth Management LLC own Invesco Qqq Tr (NDQ)? Yes — 10.9K shares worth $6M (+1.53% of its 13F portfolio) as of Q1 2026, down from 11.9K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
10.9K
% of Portfolio
+1.53%
Quarters Held
21
currently held

Position History NDQ

Reported value by quarter
Q1 ’21: $1MQ1 ’21Q2 ’21: $1MQ3 ’21: $1MQ4 ’21: $1MQ4 ’21Q1 ’22: $1MQ2 ’22: $848,000Q3 ’22: $727,000Q3 ’22Q4 ’22: $682,061Q1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $4MQ1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $5MQ4 ’24: $6MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ3 ’25: $7MQ3 ’25Q4 ’25: $7MQ1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.9K$6M+1.53%
Q4 202511.9K$7M+1.80%
Q3 202511.7K$7M+2.24%
Q2 202511.2K$6M+1.92%
Q1 202510.9K$5M+1.70%
Q4 202410.8K$6M+2.06%
Q3 202410.7K$5M+2.03%
Q2 202410.7K$5M+2.16%
Q1 202410.5K$5M+2.09%
Q4 202310.4K$4M+2.18%
Q3 202310.4K$4M+2.05%
Q2 202310.4K$4M+2.35%
Q1 202311.0K$4M+2.35%
Q4 20222.6K$682,061+0.54%
Q3 20222.7K$727,000+0.62%
Q2 20223.0K$848,000+0.67%
Q1 20223.0K$1M+0.71%
Q4 20213.0K$1M+0.75%
Q3 20213.0K$1M+0.71%
Q2 20213.0K$1M+0.72%
Q1 20213.2K$1M+0.77%

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