SEC 13F Intelligence

Vance Wealth, LLC / NDQ

Vance Wealth, LLC’s Invesco Qqq Tr Position

Does Vance Wealth, LLC own Invesco Qqq Tr (NDQ)? Yes10.3K shares worth $6M (+1.72% of its 13F portfolio) as of Q1 2026, down from 10.5K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
10.3K
% of Portfolio
+1.72%
Quarters Held
18
currently held

Position History NDQ

Reported value by quarter
Q4 ’21: $7MQ4 ’21Q1 ’22: $6MQ2 ’22: $4MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $6MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ3 ’25: $6MQ3 ’25Q4 ’25: $6MQ1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.3K$6M+1.72%
Q4 202510.5K$6M+1.92%
Q3 202510.3K$6M+1.91%
Q2 202510.4K$6M+1.94%
Q1 202510.5K$5M+1.85%
Q4 202410.6K$5M+2.10%
Q3 202411.4K$6M+2.11%
Q2 202411.5K$5M+2.26%
Q1 202411.4K$5M+2.01%
Q4 202311.7K$5M+2.07%
Q3 202312.3K$4M+2.06%
Q2 202312.2K$4M+2.05%
Q1 202312.2K$4M+2.10%
Q4 202211.9K$3M+1.97%
Q3 202212.9K$3M+2.65%
Q2 202214.0K$4M+3.03%
Q1 202217.2K$6M+7.89%
Q4 202117.8K$7M+6.95%

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