First Business Financial Services’s Invesco QQQ Trust QQQ Stock Holding History

First Business Financial Services’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-895	Closed	-$321K	–	167
2023 Q3	$321K	Buy	895 +238	+36%	+$88.3K	0.04%	130
2023 Q2	$243K	Hold	657	–	–	0.03%	147
2023 Q1	$211K	Buy	+657	New	+$194K	0.03%	158
2022 Q2	–	Sell	-657	Closed	-$238K	–	179
2022 Q1	$238K	Hold	657	–	–	0.03%	147
2021 Q4	$261K	Buy	657 +22	+3%	+$8.49K	0.03%	148
2021 Q3	$227K	Buy	+635	New	+$234K	0.03%	145

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Business Financial Services's QQQ Position: Q4 2023 in Review

First Business Financial Services sold out of Invesco QQQ Trust (QQQ) in Q4 2023, closing a stake of 895 shares — an estimated $321K sold.

First Business Financial Services first reported a position in QQQ in Q3 2021 and held it in 6 quarters. The position peaked at $321K in Q3 2023. 2,842 funds tracked by Wall St. Rank hold QQQ as of Q4 2023.

First Business Financial Services reported no remaining Invesco QQQ Trust position as of Q4 2023 after selling out during the quarter.
First Business Financial Services sold 895 Invesco QQQ Trust shares in Q4 2023, an estimated $321K.
First Business Financial Services first reported a position in Invesco QQQ Trust in Q3 2021 and held it in 6 quarters.
First Business Financial Services's Invesco QQQ Trust position peaked at $321K in Q3 2023.
2,842 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2023.

Based on First Business Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.