SEC 13F Intelligence

4wealth Advisors, Inc. / NDQ

4wealth Advisors, Inc.’s Invesco Qqq Tr Position

Does 4wealth Advisors, Inc. own Invesco Qqq Tr (NDQ)? Yes — 2.0K shares worth $1M (+1.10% of its 13F portfolio) as of Q2 2026, up from 1.8K shares the prior filed quarter.

Position Value
$1M
Q2 2026
Shares
2.0K
% of Portfolio
+1.10%
Quarters Held
7
currently held

Position History NDQ

Reported value by quarter
Q4 ’24: $856,678Q4 ’24Q1 ’25: $885,642Q1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $976,871Q1 ’26Q2 ’26: $1MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20262.0K$1M+1.10%
Q1 20261.8K$976,871+0.83%
Q4 20252.1K$1M+1.10%
Q3 20252.2K$1M+1.19%
Q2 20252.1K$1M+1.19%
Q1 20251.9K$885,642+0.97%
Q4 20241.7K$856,678+0.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 4wealth Advisors, Inc.’s full portfolio or all institutional holders of NDQ.