SEC 13F Intelligence

Barnes Wealth Management Group, Inc / NDQ

Barnes Wealth Management Group, Inc’s Invesco Qqq Tr Position

Does Barnes Wealth Management Group, Inc own Invesco Qqq Tr (NDQ)? Yes — 5.3K shares worth $3M (+1.56% of its 13F portfolio) as of Q1 2026, down from 5.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
5.3K
% of Portfolio
+1.56%
Quarters Held
5
currently held

Position History NDQ

Reported value by quarter
Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.3K$3M+1.56%
Q4 20255.3K$3M+1.76%
Q3 20255.5K$3M+1.81%
Q2 20255.3K$3M+1.74%
Q1 20255.4K$3M+1.62%

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