Legacy Financial Group (Iowa)
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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
2025
Q2 		$378K Buy
2025
Q1 		$248K Sell
2024
Q4 		$271K Buy
2024
Q3 		– Sell
2024
Q2 		$309K Sell
2024
Q1 		$288K Buy
2023
Q4 		– Sell
2023
Q3 		$236K Buy