O'connor Financial Group LLC / NDQ
O'connor Financial Group LLC’s Invesco Qqq Tr Position
Does O'connor Financial Group LLC own Invesco Qqq Tr (NDQ)? Yes — 18.6K shares worth $11M (+4.40% of its 13F portfolio) as of Q1 2026, up from 18.4K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
18.6K
% of Portfolio
+4.40%
Quarters Held
13
currently held
Position History NDQ
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 18.6K | $11M | +4.40% |
| Q4 2025 | 18.4K | $11M | +4.57% |
| Q3 2025 | 18.5K | $11M | +4.67% |
| Q2 2025 | 18.0K | $10M | +4.41% |
| Q1 2025 | 17.2K | $8M | +4.19% |
| Q4 2024 | 17.4K | $9M | +4.65% |
| Q3 2024 | 17.1K | $8M | +4.38% |
| Q2 2024 | 16.1K | $8M | +4.48% |
| Q1 2024 | 15.8K | $7M | +4.19% |
| Q4 2023 | 8.9K | $4M | +2.26% |
| Q3 2023 | 8.4K | $3M | +2.05% |
| Q2 2023 | 7.8K | $3M | +1.97% |
| Q1 2023 | 8.7K | $3M | +2.09% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'connor Financial Group LLC’s full portfolio or all institutional holders of NDQ.