SEC 13F Intelligence

Fortis Capital Advisors, LLC / NDQ

Fortis Capital Advisors, LLC’s Invesco Qqq Tr Position

Does Fortis Capital Advisors, LLC own Invesco Qqq Tr (NDQ)? Yes61.9K shares worth $36M (+4.68% of its 13F portfolio) as of Q1 2026, up from 61.0K shares the prior filed quarter.

Position Value
$36M
Q1 2026
Shares
61.9K
% of Portfolio
+4.68%
Quarters Held
14
currently held

Position History NDQ

Reported value by quarter
Q4 ’22: $11MQ4 ’22Q1 ’23: $14MQ2 ’23: $18MQ2 ’23Q3 ’23: $18MQ4 ’23: $22MQ4 ’23Q1 ’24: $25MQ2 ’24: $29MQ2 ’24Q3 ’24: $30MQ4 ’24: $29MQ4 ’24Q1 ’25: $28MQ2 ’25: $33MQ2 ’25Q3 ’25: $36MQ4 ’25: $37MQ4 ’25Q1 ’26: $36Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202661.9K$36M+4.68%
Q4 202561.0K$37M+5.53%
Q3 202560.3K$36M+5.73%
Q2 202559.8K$33M+5.90%
Q1 202560.2K$28M+5.73%
Q4 202461.5K$29M+10.01%
Q3 202462.0K$30M+10.11%
Q2 202459.8K$29M+10.34%
Q1 202455.3K$25M+10.33%
Q4 202353.3K$22M+11.67%
Q3 202351.0K$18M+11.71%
Q2 202347.9K$18M+10.38%
Q1 202343.1K$14M+7.40%
Q4 202241.4K$11M+6.55%

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