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Legacy Advisory Services’s Invesco QQQ Trust QQQ Stock Holding History

Legacy Advisory 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
2026
Q2 		$239K Buy
+324
New +$223K 0.17% 48
2024
Q3 		– Sell
-8,071
Closed -$3.87M – 51
2024
Q2 		$3.87M Sell
8,071
-337
-4% -$152K 3.54% 10
2024
Q1 		$3.73M Sell
8,408
-211
-2% -$90.5K 3.54% 11
2023
Q4 		$3.53M Buy
+8,619
New +$3.27M 3.72% 10

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 Advisory Services's QQQ Position: Q2 2026 in Review

Legacy Advisory Services opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 324 shares worth $239K. The stake represents 0.17% of the portfolio and ranks #48 among its holdings. This is a return to the name: Legacy Advisory Services previously reported a position in QQQ as recently as Q2 2024.

Legacy Advisory Services first reported a position in QQQ in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.87M in Q2 2024. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Legacy Advisory Services held 324 shares of Invesco QQQ Trust worth $239K as of Q2 2026.
  • Invesco QQQ Trust was a new Legacy Advisory Services position in Q2 2026.
  • Invesco QQQ Trust made up 0.17% of Legacy Advisory Services's portfolio in Q2 2026, its #48 holding.
  • Legacy Advisory Services first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 4 quarters since.
  • Legacy Advisory Services's Invesco QQQ Trust position peaked at $3.87M in Q2 2024.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.