Legacy Advisory Services
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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
Q3 		– Sell
-324
Closed -$239K – 86
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

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Wealth Enhancement Advisory Services
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Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Legacy Advisory Services's QQQ Position: Q3 2026 in Review

Legacy Advisory Services sold out of Invesco QQQ Trust (QQQ) in Q3 2026, closing a stake of 324 shares — an estimated $239K sold.

Legacy Advisory Services first reported a position in QQQ in Q4 2023 and held it in 4 quarters. The position peaked at $3.87M in Q2 2024. 1,451 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Legacy Advisory Services reported no remaining Invesco QQQ Trust position as of Q3 2026 after selling out during the quarter.
  • Legacy Advisory Services sold 324 Invesco QQQ Trust shares in Q3 2026, an estimated $239K.
  • Legacy Advisory Services first reported a position in Invesco QQQ Trust in Q4 2023 and held it in 4 quarters.
  • Legacy Advisory Services's Invesco QQQ Trust position peaked at $3.87M in Q2 2024.
  • 1,451 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.