SEC 13F Intelligence

O'neil Global Advisors, Inc. / QQQ

O'neil Global Advisors, Inc.’s Invesco Qqq Tr Position

Does O'neil Global Advisors, Inc. own Invesco Qqq Tr (QQQ)? Yes — 1.8K shares worth $1M (+7.32% of its 13F portfolio) as of Q1 2026, up from 1.6K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
1.8K
% of Portfolio
+7.32%
Quarters Held
5
currently held

Position History QQQ

Reported value by quarter
Q2 ’21: $51MQ2 ’21Q4 ’21: $33MQ4 ’21Q1 ’22: $28MQ1 ’22Q3 ’25: $952,000Q3 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.8K$1M+7.32%
Q3 20251.6K$952,000+0.18%
Q1 202277.0K$28M+14.41%
Q4 202181.9K$33M+53.59%
Q2 2021145.0K$51M+16.08%

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