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Legacy Bridge’s Invesco QQQ Trust QQQ Stock Holding History

Legacy Bridge’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 		$280K Buy
380
+69
+22% +$47.5K 0.09% 141
2026
Q1 		$180K Buy
311
+85
+38% +$51.6K 0.07% 151
2025
Q4 		$139K Sell
226
-11
-5% -$6.75K 0.06% 159
2025
Q3 		$142K Buy
237
+10
+4% +$5.73K 0.06% 157
2025
Q2 		$125K Sell
227
-2
-0.9% -$995 0.06% 150
2025
Q1 		$107K Buy
229
+65
+40% +$33K 0.06% 156
2024
Q4 		$83.8K Buy
164
+44
+37% +$22.3K 0.04% 168
2024
Q3 		$58.6K Buy
120
+45
+60% +$21.3K 0.03% 189
2024
Q2 		$35.9K Buy
75
+3
+4% +$1.35K 0.02% 196
2024
Q1 		$32K Buy
72
+64
+800% +$27.4K 0.02% 216
2023
Q4 		$3.28K Buy
+8
New +$3.04K ﹤0.01% 284

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legacy Bridge's QQQ Position: Q2 2026 in Review

Legacy Bridge increased its Invesco QQQ Trust (QQQ) stake by 22% in Q2 2026, buying an estimated $47.5K and bringing the position to 380 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #141.

Legacy Bridge first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Legacy Bridge held 380 shares of Invesco QQQ Trust worth $280K as of Q2 2026.
  • Legacy Bridge bought 69 Invesco QQQ Trust shares in Q2 2026, an estimated $47.5K.
  • Invesco QQQ Trust made up 0.09% of Legacy Bridge's portfolio in Q2 2026, its #141 holding.
  • Legacy Bridge first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.