SEC 13F Intelligence

Coordinated Financial Services, Inc. / NDQ

Coordinated Financial Services, Inc.’s Invesco Qqq Tr Position

Does Coordinated Financial Services, Inc. own Invesco Qqq Tr (NDQ)? Yes — 3.4K shares worth $2M (+1.12% of its 13F portfolio) as of Q1 2026, down from 3.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
3.4K
% of Portfolio
+1.12%
Quarters Held
5
currently held

Position History NDQ

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.4K$2M+1.12%
Q4 20253.7K$2M+1.30%
Q3 20253.6K$2M+1.37%
Q2 20253.6K$2M+1.36%
Q4 20244.5K$2M+1.81%

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