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Aventura Private Wealth’s Nasdaq NDAQ Stock Holding History

Aventura Private Wealth’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.26K Buy
54
+49
+980% +$4.3K ﹤0.01% 711
2026
Q1 		$424 Hold
5
– – ﹤0.01% 859
2025
Q4 		$486 Buy
+5
New +$450 ﹤0.01% 798

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Aventura Private Wealth's NDAQ Position: Q2 2026 in Review

Aventura Private Wealth increased its Nasdaq (NDAQ) stake by 980% in Q2 2026, buying an estimated $4.3K and bringing the position to 54 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Aventura Private Wealth first reported a position in NDAQ in Q4 2025 and has held it in 3 quarters since. 1,074 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Aventura Private Wealth held 54 shares of Nasdaq worth $4.26K as of Q2 2026.
  • Aventura Private Wealth bought 49 Nasdaq shares in Q2 2026, an estimated $4.3K.
  • Nasdaq made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #711 holding.
  • Aventura Private Wealth first reported a position in Nasdaq in Q4 2025 and has held it in 3 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.