Coastwise Capital Group, LLC / NDQ
Coastwise Capital Group, LLC’s Invesco Qqq Tr Position
Does Coastwise Capital Group, LLC own Invesco Qqq Tr (NDQ)? Yes — 3.5K shares worth $2M (+1.12% of its 13F portfolio) as of Q1 2026, down from 4.1K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
3.5K
% of Portfolio
+1.12%
Quarters Held
16
currently held
Position History NDQ
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 3.5K | $2M | +1.12% |
| Q4 2025 | 4.1K | $3M | +1.26% |
| Q3 2025 | 4.0K | $2M | +1.69% |
| Q2 2025 | 3.7K | $2M | +1.64% |
| Q1 2025 | 2.9K | $1M | +1.13% |
| Q4 2024 | 3.3K | $2M | +1.34% |
| Q3 2024 | 3.1K | $1M | +1.23% |
| Q2 2024 | 2.4K | $1M | +1.11% |
| Q1 2024 | 2.5K | $1M | +1.03% |
| Q4 2023 | 3.1K | $1M | +1.28% |
| Q3 2023 | 3.3K | $1M | +1.34% |
| Q2 2023 | 2.9K | $1M | +1.23% |
| Q1 2023 | 3.7K | $1M | +1.35% |
| Q4 2022 | 23.6K | $6M | +7.45% |
| Q3 2022 | 3.8K | $1M | +1.58% |
| Q2 2022 | 7.8K | $2M | +2.65% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Coastwise Capital Group, LLC’s full portfolio or all institutional holders of NDQ.