Legacy Financial Group (Iowa)’s Invesco QQQ Trust QQQ Stock Holding History

Legacy Financial Group (Iowa)’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	$410K	Sell	557 -37	-6%	-$25.5K	0.05%	95
2026 Q1	$343K	Buy	594 +48	+9%	+$29.2K	0.04%	93
2025 Q4	$331K	Buy	546 +18	+3%	+$11K	0.04%	97
2025 Q3	$317K	Sell	528 -158	-23%	-$90.5K	0.04%	97
2025 Q2	$378K	Buy	686 +157	+30%	+$78.1K	0.05%	92
2025 Q1	$248K	Sell	529 -1	-0.2%	-$508	0.04%	97
2024 Q4	$271K	Buy	+530	New	+$268K	0.04%	96
2024 Q3	–	Sell	-645	Closed	-$309K	–	91
2024 Q2	$309K	Sell	645 -4	-0.6%	-$1.8K	0.06%	84
2024 Q1	$288K	Buy	+649	New	+$278K	0.06%	83
2023 Q4	–	Sell	-658	Closed	-$236K	–	401
2023 Q3	$236K	Buy	+658	New	+$244K	0.06%	86

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 Financial Group (Iowa)'s QQQ Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its Invesco QQQ Trust (QQQ) stake by 6.2% in Q2 2026, selling an estimated $25.5K and leaving 557 shares worth $410K. The position accounts for 0.05% of the portfolio, ranked #95.

Legacy Financial Group (Iowa) first reported a position in QQQ in Q3 2023 and has held it in 10 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Legacy Financial Group (Iowa) held 557 shares of Invesco QQQ Trust worth $410K as of Q2 2026.
Legacy Financial Group (Iowa) sold 37 Invesco QQQ Trust shares in Q2 2026, an estimated $25.5K.
Invesco QQQ Trust made up 0.05% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #95 holding.
Legacy Financial Group (Iowa) first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 10 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.