SEC 13F Intelligence

Independent Wealth Network Inc. / NDQ

Independent Wealth Network Inc.’s Invesco Qqq Tr Position

Does Independent Wealth Network Inc. own Invesco Qqq Tr (NDQ)? Yes8.9K shares worth $5M (+1.53% of its 13F portfolio) as of Q1 2026, up from 6.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
8.9K
% of Portfolio
+1.53%
Quarters Held
19
currently held

Position History NDQ

Reported value by quarter
Q3 ’21: $3MQ3 ’21Q4 ’21: $1MQ1 ’22: $556,000Q2 ’22: $382,000Q2 ’22Q3 ’22: $367,000Q4 ’22: $301,653Q1 ’23: $316,066Q1 ’23Q2 ’23: $1MQ3 ’23: $1MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.9K$5M+1.53%
Q4 20256.5K$4M+1.22%
Q3 20255.9K$4M+1.13%
Q2 20255.9K$3M+1.19%
Q1 20255.8K$3M+1.09%
Q4 20245.9K$3M+1.22%
Q3 20244.8K$2M+1.04%
Q2 20244.8K$2M+1.06%
Q1 20244.6K$2M+0.96%
Q4 20234.7K$2M+1.02%
Q3 20234.1K$1M+0.90%
Q2 20234.0K$1M+0.89%
Q1 2023985$316,066+0.20%
Q4 20221.1K$301,653+0.21%
Q3 20221.4K$367,000+0.29%
Q2 20221.4K$382,000+0.28%
Q1 20221.5K$556,000+0.35%
Q4 20212.7K$1M+0.66%
Q3 20217.8K$3M+2.00%

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