Soa Wealth Advisors, LLC. / NDQ
Soa Wealth Advisors, LLC.’s Invesco Qqq Tr Position
Does Soa Wealth Advisors, LLC. own Invesco Qqq Tr (NDQ)? Yes — 12.1K shares worth $7M (+1.32% of its 13F portfolio) as of Q1 2026, down from 13.6K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
12.1K
% of Portfolio
+1.32%
Quarters Held
21
currently held
Position History NDQ
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 12.1K | $7M | +1.32% |
| Q4 2025 | 13.6K | $8M | +1.41% |
| Q3 2025 | 13.7K | $8M | +1.41% |
| Q2 2025 | 13.9K | $8M | +1.44% |
| Q1 2025 | 14.3K | $7M | +1.40% |
| Q4 2024 | 17.3K | $9M | +1.63% |
| Q3 2024 | 17.4K | $8M | +1.62% |
| Q2 2024 | 17.3K | $8M | +1.67% |
| Q1 2024 | 19.8K | $9M | +1.82% |
| Q4 2023 | 19.9K | $8M | +1.82% |
| Q3 2023 | 20.1K | $7M | +1.79% |
| Q2 2023 | 19.0K | $7M | +1.64% |
| Q1 2023 | 13.1K | $4M | +1.03% |
| Q4 2022 | 12.9K | $3M | +0.92% |
| Q3 2022 | 13.2K | $4M | +1.07% |
| Q2 2022 | 12.9K | $4M | +1.06% |
| Q1 2022 | 12.7K | $5M | +1.13% |
| Q4 2021 | 11.7K | $5M | +1.13% |
| Q3 2021 | 10.5K | $4M | +0.97% |
| Q2 2021 | 9.8K | $3M | +0.90% |
| Q1 2021 | 10.5K | $3M | +0.94% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Soa Wealth Advisors, LLC.’s full portfolio or all institutional holders of NDQ.