Riverview Trust Company’s Invesco QQQ Trust QQQ Stock Holding History

Riverview Trust Company’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
2024 Q4	–	Sell	-109	Closed	-$53.2K	–	892
2024 Q3	$53.2K	Hold	109	–	–	0.05%	228
2024 Q2	$52.2K	Hold	109	–	–	0.05%	216
2024 Q1	$48.4K	Buy	+109	New	+$46.7K	0.04%	247
2023 Q4	–	Sell	-109	Closed	-$39.1K	–	508
2023 Q3	$39.1K	Hold	109	–	–	0.03%	273
2023 Q2	$40.3K	Hold	109	–	–	0.04%	231
2023 Q1	$35K	Hold	109	–	–	0.03%	258
2022 Q4	$29K	Hold	109	–	–	0.03%	286
2022 Q3	$29K	Hold	109	–	–	0.03%	285
2022 Q2	$31K	Hold	109	–	–	0.03%	283
2022 Q1	$40K	Hold	109	–	–	0.03%	249
2021 Q4	$43	Hold	109	–	–	0.03%	168
2021 Q3	$39K	Hold	109	–	–	0.04%	166
2021 Q2	$39K	Hold	109	–	–	0.04%	166
2021 Q1	$35K	Hold	109	–	–	0.04%	171
2020 Q4	$34K	Hold	109	–	–	0.04%	170
2020 Q3	$30K	Hold	109	–	–	0.03%	180
2020 Q2	$27K	Hold	109	–	–	0.03%	192
2020 Q1	$21K	Hold	109	–	–	0.02%	199
2019 Q4	$23K	Hold	109	–	–	0.02%	225
2019 Q3	$21K	Hold	109	–	–	0.01%	226
2019 Q2	$20K	Hold	109	–	–	0.01%	225
2019 Q1	$20K	Buy	+109	New	+$18.5K	0.02%	232

Other funds holding QQQ

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Riverview Trust Company's QQQ Position: Q4 2024 in Review

Riverview Trust Company sold out of Invesco QQQ Trust (QQQ) in Q4 2024, closing a stake of 109 shares — an estimated $53.2K sold.

Riverview Trust Company first reported a position in QQQ in Q1 2019 and held it in 22 quarters. The position peaked at $53.2K in Q3 2024. 3,408 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

Riverview Trust Company reported no remaining Invesco QQQ Trust position as of Q4 2024 after selling out during the quarter.
Riverview Trust Company sold 109 Invesco QQQ Trust shares in Q4 2024, an estimated $53.2K.
Riverview Trust Company first reported a position in Invesco QQQ Trust in Q1 2019 and held it in 22 quarters.
Riverview Trust Company's Invesco QQQ Trust position peaked at $53.2K in Q3 2024.
3,408 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on Riverview Trust Company's 13F filing for Q4 2024, filed 6 Feb 2025.