Position in NDAQ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,645
+$7,306 QoQ
Shares Held
97
+2325.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#983
of 1,081 holders
Holding Since
Sep 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026IMA Advisory Services, Inc. holds $66,250 across 9 Financial Data & Stock Exchanges names. NDAQ ranks #5 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
254 | $31,269 | |
| 2 | TRU |
TransUnion
|
138 | $9,955 | |
| 3 | SPGI |
S&P Global Inc.
|
20 | $7,737 | |
| 4 | CME |
Cme Group Inc.
|
35 | $7,729 | |
| 5 | NDAQ |
Nasdaq, Inc.
This page
|
97 | $7,645 | |
| 6 | LSEGY |
London Stock Exchange Group plc
|
28 | $757 | |
| 7 | MSCI |
MSCI Inc.
|
1 | $560 | |
| 8 | MCO |
Moodys Corp /De/
|
1 | $452 |
All Filings in NDAQ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,645 | 97 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $339 | 4 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $388 | 4 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $353 | 4 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $357 | 4 | Shares | Sole | 2025-08-08 | |
| 2020-09-30 | $1,227 | 10 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||