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Invictus Private Wealth’s Nasdaq NDAQ Stock Holding History

Invictus 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 		$674K Hold
8,550
– – 0.04% 55
2026
Q1 		$726K Buy
+8,550
New +$766K 0.04% 47

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

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

Invictus Private Wealth held its Nasdaq (NDAQ) position steady in Q2 2026 at 8,550 shares worth $674K. The position accounts for 0.04% of the portfolio, ranked #55.

Invictus Private Wealth first reported a position in NDAQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $726K in Q1 2026. 1,077 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Invictus Private Wealth held 8,550 shares of Nasdaq worth $674K as of Q2 2026.
  • Invictus Private Wealth left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up 0.04% of Invictus Private Wealth's portfolio in Q2 2026, its #55 holding.
  • Invictus Private Wealth first reported a position in Nasdaq in Q1 2026 and has held it in 2 quarters since.
  • Invictus Private Wealth's Nasdaq position peaked at $726K in Q1 2026.
  • 1,077 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.