Massachusetts Wealth Management / NDQ
Massachusetts Wealth Management’s Invesco Qqq Tr Position
Does Massachusetts Wealth Management own Invesco Qqq Tr (NDQ)? Yes — 4.5K shares worth $3M (+1.13% of its 13F portfolio) as of Q1 2026, down from 4.8K shares the prior filed quarter.
Position Value
$3M
Q1 2026
Shares
4.5K
% of Portfolio
+1.13%
Quarters Held
13
currently held
Position History NDQ
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 4.5K | $3M | +1.13% |
| Q4 2025 | 4.8K | $3M | +1.37% |
| Q3 2025 | 5.1K | $3M | +1.51% |
| Q2 2025 | 4.9K | $3M | +1.51% |
| Q4 2024 | 4.8K | $2M | +1.52% |
| Q3 2024 | 4.8K | $2M | +1.48% |
| Q2 2024 | 4.7K | $2M | +1.50% |
| Q1 2024 | 4.3K | $2M | +1.35% |
| Q4 2023 | 4.2K | $2M | +1.40% |
| Q3 2023 | 3.4K | $1M | +1.12% |
| Q2 2023 | 3.2K | $1M | +1.12% |
| Q1 2023 | 1.1K | $354,307 | +0.37% |
| Q4 2022 | 1.6K | $468,446 | +0.45% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Massachusetts Wealth Management’s full portfolio or all institutional holders of NDQ.