SEC 13F Intelligence

Warner Financial, Inc / NDQ

Warner Financial, Inc’s Invesco Qqq Tr Position

Does Warner Financial, Inc own Invesco Qqq Tr (NDQ)? Yes15.3K shares worth $11M (+3.31% of its 13F portfolio) as of Q2 2026, up from 15.2K shares the prior filed quarter.

Position Value
$11M
Q2 2026
Shares
15.3K
% of Portfolio
+3.31%
Quarters Held
18
currently held

Position History NDQ

Reported value by quarter
Q1 ’22: $5MQ1 ’22Q2 ’22: $4MQ3 ’22: $4MQ4 ’22: $4,475Q4 ’22Q1 ’23: $5,398Q2 ’23: $6,130Q3 ’23: $5,859Q3 ’23Q4 ’23: $6,745Q1 ’24: $7,174Q2 ’24: $7,787Q2 ’24Q3 ’24: $7,937Q4 ’24: $8,254Q1 ’25: $7,217Q1 ’25Q2 ’25: $8,404Q3 ’25: $9,149Q4 ’25: $9,329Q4 ’25Q1 ’26: $9MQ2 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202615.3K$11M+3.31%
Q1 202615.2K$9M+3.02%
Q4 202515.2K$9,329+3.24%
Q3 202515.2K$9,149+3.42%
Q2 202515.2K$8,404+3.47%
Q1 202515.4K$7,217+3.19%
Q4 202416.1K$8,254+3.55%
Q3 202416.3K$7,937+3.52%
Q2 202416.3K$7,787+3.80%
Q1 202416.2K$7,174+3.59%
Q4 202316.5K$6,745+3.80%
Q3 202316.4K$5,859+3.89%
Q2 202316.6K$6,130+3.98%
Q1 202316.8K$5,398+3.74%
Q4 202216.8K$4,475+3.41%
Q3 202215.5K$4M+3.32%
Q2 202215.0K$4M+3.86%
Q1 202213.8K$5M+4.21%

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