Legacy Edge Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Legacy Edge 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
2026 Q2	$2.63M	Buy	3,567 +529	+17%	+$364K	0.24%	60
2026 Q1	$1.75M	Buy	3,038 +43	+1%	+$26.1K	0.18%	68
2025 Q4	$1.84M	Sell	2,995 -25	-0.8%	-$15.3K	0.2%	63
2025 Q3	$1.81M	Sell	3,020 -32	-1%	-$18.3K	0.21%	58
2025 Q2	$1.68M	Buy	3,052 +419	+16%	+$208K	0.22%	57
2025 Q1	$1.23M	Buy	2,633 +879	+50%	+$447K	0.19%	60
2024 Q4	$904K	Sell	1,754 -100	-5%	-$50.6K	0.14%	77
2024 Q3	$905K	Buy	1,854 +18	+1%	+$8.52K	0.14%	78
2024 Q2	$880K	Buy	1,836 +15	+0.8%	+$6.75K	0.16%	77
2024 Q1	$809K	Sell	1,821 -298	-14%	-$128K	0.17%	76
2023 Q4	$868K	Buy	+2,119	New	+$804K	0.2%	71

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legacy Edge Advisors's QQQ Position: Q2 2026 in Review

Legacy Edge Advisors increased its Invesco QQQ Trust (QQQ) stake by 17% in Q2 2026, buying an estimated $364K and bringing the position to 3,567 shares worth $2.63M. The position accounts for 0.24% of the portfolio, ranked #60.

Legacy Edge Advisors first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 4,018 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Legacy Edge Advisors held 3,567 shares of Invesco QQQ Trust worth $2.63M as of Q2 2026.
Legacy Edge Advisors bought 529 Invesco QQQ Trust shares in Q2 2026, an estimated $364K.
Invesco QQQ Trust made up 0.24% of Legacy Edge Advisors's portfolio in Q2 2026, its #60 holding.
Legacy Edge Advisors first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
4,018 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.