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Legacy Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Legacy 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
2024
Q1 		– Sell
-4,000
Closed -$1.64M – 331
2023
Q4 		$1.64M Buy
+4,000
New +$1.52M 0.21% 92

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Legacy Advisors's QQQ Position: Q2 2026 in Review

Legacy Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.56% in Q2 2026, buying an estimated $65.4K and bringing the position to 16,947 shares worth $12.5M. The position accounts for 1.17% of the portfolio, ranked #19.

Legacy Advisors first reported a position in QQQ in Q4 2016 and has held it in 36 quarters since. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Legacy Advisors held 16,947 shares of Invesco QQQ Trust worth $12.5M as of Q2 2026.
  • Legacy Advisors bought 95 Invesco QQQ Trust shares in Q2 2026, an estimated $65.4K.
  • Invesco QQQ Trust made up 1.17% of Legacy Advisors's portfolio in Q2 2026, its #19 holding.
  • Legacy Advisors first reported a position in Invesco QQQ Trust in Q4 2016 and has held it in 36 quarters since.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.