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Legacy Capital Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Legacy Capital Wealth Partners’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 		$748K Sell
1,016
-186
-15% -$128K 0.14% 143
2026
Q1 		$694K Sell
1,202
-60
-5% -$36.5K 0.14% 155
2025
Q4 		$775K Sell
1,262
-20
-2% -$12.3K 0.17% 131
2025
Q3 		$770K Buy
1,282
+82
+7% +$47K 0.17% 127
2025
Q2 		$662K Sell
1,200
-1
-0.1% -$497 0.15% 146
2025
Q1 		$563K Sell
1,201
-475
-28% -$241K 0.14% 158
2024
Q4 		$857K Sell
1,676
-1,585
-49% -$802K 0.21% 95
2024
Q3 		$1.59M Buy
+3,261
New +$1.54M 0.32% 64
2024
Q1 		– Sell
-2,287
Closed -$937K – 283
2023
Q4 		$937K Sell
2,287
-924
-29% -$351K 0.27% 85
2023
Q3 		$1.15M Sell
3,211
-2,354
-42% -$873K 0.32% 66
2023
Q2 		$2.06M Sell
5,565
-14,578
-72% -$4.91M 1.71% 20
2023
Q1 		$6.46M Sell
20,143
-595
-3% -$176K 1.76% 15
2022
Q4 		$5.52M Buy
20,738
+566
+3% +$157K 2.64% 16
2022
Q3 		$5.61M Buy
20,172
+2,463
+14% +$743K 2.98% 12
2022
Q2 		$4.96M Buy
17,709
+126
+0.7% +$39.1K 2.5% 15
2022
Q1 		$6.38M Buy
+17,583
New +$6.24M 2.74% 14

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 Capital Wealth Partners's QQQ Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Invesco QQQ Trust (QQQ) stake by 15% in Q2 2026, selling an estimated $128K and leaving 1,016 shares worth $748K. The position accounts for 0.14% of the portfolio, ranked #143.

Legacy Capital Wealth Partners first reported a position in QQQ in Q1 2022 and has held it in 16 quarters since. The position peaked at $6.46M in Q1 2023. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Legacy Capital Wealth Partners held 1,016 shares of Invesco QQQ Trust worth $748K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 186 Invesco QQQ Trust shares in Q2 2026, an estimated $128K.
  • Invesco QQQ Trust made up 0.14% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #143 holding.
  • Legacy Capital Wealth Partners first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 16 quarters since.
  • Legacy Capital Wealth Partners's Invesco QQQ Trust position peaked at $6.46M in Q1 2023.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.