SEC 13F Intelligence

Higgins & Schmidt Wealth Strategies LLC / NDQ

Higgins & Schmidt Wealth Strategies LLC’s Invesco Qqq Tr Position

Does Higgins & Schmidt Wealth Strategies LLC own Invesco Qqq Tr (NDQ)? Yes — 4.6K shares worth $3M (+1.21% of its 13F portfolio) as of Q1 2026, down from 5.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
4.6K
% of Portfolio
+1.21%
Quarters Held
5
currently held

Position History NDQ

Reported value by quarter
Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.6K$3M+1.21%
Q4 20255.3K$3M+1.55%
Q3 20255.4K$3M+1.64%
Q2 20255.6K$3M+1.70%
Q1 20255.8K$3M+1.59%

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