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RiverTree Advisors’s Invesco QQQ Trust QQQ Stock Holding History

RiverTree Advisors’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
2025
Q4 		– Sell
-356
Closed -$214K – 64
2025
Q3 		$214K Buy
+356
New +$204K 0.14% 55
2024
Q3 		– Sell
-1,284
Closed -$615K – 35
2024
Q2 		$615K Buy
1,284
+10
+0.8% +$4.5K 0.42% 26
2024
Q1 		$566K Sell
1,274
-121
-9% -$51.9K 0.38% 24
2023
Q4 		$571K Buy
1,395
+369
+36% +$140K 0.39% 25
2023
Q3 		$368K Buy
1,026
+208
+25% +$77.1K 0.27% 21
2023
Q2 		$302K Buy
+818
New +$275K 0.22% 25
2022
Q4 		– Sell
-36,242
Closed -$1.76M – 42
2022
Q3 		$1.76M Sell
36,242
-6,613
-15% -$2M 1.44% 22
2022
Q2 		$3.59M Sell
42,855
-401
-0.9% -$124K 2.8% 13
2022
Q1 		$4.79M Sell
43,256
-1,032
-2% -$367K 3.22% 13
2021
Q4 		$5.11M Buy
44,288
+31,770
+254% +$12.3M 3.27% 14
2021
Q3 		$4.48M Sell
12,518
-5,314
-30% -$1.96M 3.06% 14
2021
Q2 		$6.32M Buy
17,832
+590
+3% +$198K 4.28% 11
2021
Q1 		$5.5M Buy
17,242
+147
+0.9% +$47K 3.86% 12
2020
Q4 		$5.36M Buy
+17,095
New +$5.02M 4.29% 11

Other funds holding QQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RiverTree Advisors's QQQ Position: Q4 2025 in Review

RiverTree Advisors sold out of Invesco QQQ Trust (QQQ) in Q4 2025, closing a stake of 356 shares — an estimated $214K sold.

RiverTree Advisors first reported a position in QQQ in Q4 2020 and held it in 14 quarters. The position peaked at $6.32M in Q2 2021. 3,851 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

  • RiverTree Advisors reported no remaining Invesco QQQ Trust position as of Q4 2025 after selling out during the quarter.
  • RiverTree Advisors sold 356 Invesco QQQ Trust shares in Q4 2025, an estimated $214K.
  • RiverTree Advisors first reported a position in Invesco QQQ Trust in Q4 2020 and held it in 14 quarters.
  • RiverTree Advisors's Invesco QQQ Trust position peaked at $6.32M in Q2 2021.
  • 3,851 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on RiverTree Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.