Riverbend Wealth Management
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Riverbend Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Riverbend Wealth Management’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
2026
Q3 		$8.13M Buy
10,992
+1,431
+15% +$1.02M 3.7% 4
2026
Q2 		$7.04M Buy
9,561
+632
+7% +$435K 3.54% 4
2026
Q1 		$5.15M Buy
8,929
+283
+3% +$172K 2.95% 5
2025
Q4 		$5.31M Buy
8,646
+155
+2% +$95.1K 3.3% 4
2025
Q3 		$5.1M Sell
8,491
-159
-2% -$91K 3.56% 4
2025
Q2 		$4.77M Buy
8,650
+478
+6% +$238K 3.61% 3
2025
Q1 		$3.83M Buy
8,172
+22
+0.3% +$11.2K 3.43% 4
2024
Q4 		$4.19M Buy
+8,150
New +$4.12M 3.73% 4

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Riverbend Wealth Management's QQQ Position: Q3 2026 in Review

Riverbend Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 15% in Q3 2026, buying an estimated $1.02M and bringing the position to 10,992 shares worth $8.13M. The position accounts for 3.7% of the portfolio, ranked #4.

Riverbend Wealth Management first reported a position in QQQ in Q4 2024 and has held it in 8 quarters since. 3,616 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Riverbend Wealth Management held 10,992 shares of Invesco QQQ Trust worth $8.13M as of Q3 2026.
  • Riverbend Wealth Management bought 1,431 Invesco QQQ Trust shares in Q3 2026, an estimated $1.02M.
  • Invesco QQQ Trust made up 3.7% of Riverbend Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Riverbend Wealth Management first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 8 quarters since.
  • 3,616 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.