SEC 13F Intelligence

Northwest Financial Advisors / QQQ

Northwest Financial Advisors’s Invesco Qqq Tr Position

Does Northwest Financial Advisors own Invesco Qqq Tr (QQQ)? Yes — 5.2K shares worth $3M (+5.79% of its 13F portfolio) as of Q1 2026, up from 5.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
5.2K
% of Portfolio
+5.79%
Quarters Held
10
currently held

Position History QQQ

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $6MQ4 ’24Q1 ’25: $5MQ2 ’25: $4MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.2K$3M+5.79%
Q4 20255.2K$3M+6.52%
Q3 20255.8K$3M+4.44%
Q2 20256.4K$4M+4.91%
Q1 202510.6K$5M+4.11%
Q4 202410.9K$6M+4.60%
Q3 202410.8K$5M+4.20%
Q2 202411.2K$5M+5.45%
Q1 202411.2K$5M+5.47%
Q4 20239.3K$4M+3.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northwest Financial Advisors’s full portfolio or all institutional holders of QQQ.