QQQ INVESCO QQQ TR

Ownership history in NDWM LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which NDWM LLC reported a position in INVESCO QQQ TR (QQQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.69% (2024 Q2)
Avg. % of fund
1.8%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,146 -5 -0.2% 0.87% $1.3M $614.31
2025 Q3 UNCHANGED 2,151 0% 0.88% $1.3M $599.60
2025 Q2 ADDED 2,151 +86 +4.2% 0.87% $1.2M $550.29
2025 Q1 REDUCED 2,065 -3,700 -64.2% 0.95% $968K $467.25
2024 Q4 REDUCED 5,765 -363 -5.9% 2.46% $2.9M $508.65
2024 Q3 REDUCED 6,128 -213 -3.4% 2.47% $3.0M $484.83
2024 Q2 ADDED 6,341 +8 +0.1% 2.69% $3.0M $475.26
2024 Q1 ADDED 6,333 +49 +0.8% 2.56% $2.8M $439.74
2023 Q4 INITIATED 6,284 2.48% $2.6M
% of Fund (quarterly)    QQQ price (monthly, adj. close)
← Back to NDWM LLC Holdings