SEC 13F Intelligence

Oxford Wealth Group, LLC / NDQ

Oxford Wealth Group, LLC’s Invesco Qqq Tr Position

Does Oxford Wealth Group, LLC own Invesco Qqq Tr (NDQ)? Yes — 13.0K shares worth $8M (+4.11% of its 13F portfolio) as of Q1 2026, down from 13.7K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
13.0K
% of Portfolio
+4.11%
Quarters Held
6
currently held

Position History NDQ

Reported value by quarter
Q1 ’24: $3MQ1 ’24Q2 ’24: $4MQ2 ’24Q3 ’24: $4MQ3 ’24Q4 ’24: $13MQ4 ’24Q4 ’25: $8MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.0K$8M+4.11%
Q4 202513.7K$8M+4.09%
Q4 202424.6K$13M+8.11%
Q3 20247.4K$4M+2.92%
Q2 20248.7K$4M+2.86%
Q1 20246.1K$3M+2.45%

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