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

Legacy Financial Group (Oklahoma)’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	$1.59M	Buy	2,154 +1,151	+115%	+$792K	0.37%	35
2026 Q1	$579K	Sell	1,003 -4	-0.4%	-$2.43K	0.15%	50
2025 Q4	$619K	Buy	1,007 +199	+25%	+$122K	0.16%	48
2025 Q3	$485K	Buy	808 +214	+36%	+$123K	0.13%	51
2025 Q2	$328K	Sell	594 -340	-36%	-$169K	0.1%	60
2025 Q1	$438K	Buy	934 +53	+6%	+$26.9K	0.14%	50
2024 Q4	$450K	Buy	881 +7	+0.8%	+$3.54K	0.15%	51
2024 Q3	$423K	Buy	874 +10	+1%	+$4.73K	0.14%	50
2024 Q2	$414K	Sell	864 -7	-0.8%	-$3.15K	0.16%	45
2024 Q1	$387K	Buy	871 +7	+0.8%	+$3K	0.15%	48
2023 Q4	$354K	Buy	864 +166	+24%	+$63K	0.15%	49
2023 Q3	$250K	Sell	698 -4	-0.6%	-$1.48K	0.12%	57
2023 Q2	$259K	Buy	+702	New	+$236K	0.13%	59

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 (Oklahoma)'s QQQ Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) increased its Invesco QQQ Trust (QQQ) stake by 115% in Q2 2026, buying an estimated $792K and bringing the position to 2,154 shares worth $1.59M. The position accounts for 0.37% of the portfolio, ranked #35.

Legacy Financial Group (Oklahoma) first reported a position in QQQ in Q2 2023 and has held it in 13 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Legacy Financial Group (Oklahoma) held 2,154 shares of Invesco QQQ Trust worth $1.59M as of Q2 2026.
Legacy Financial Group (Oklahoma) bought 1,151 Invesco QQQ Trust shares in Q2 2026, an estimated $792K.
Invesco QQQ Trust made up 0.37% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #35 holding.
Legacy Financial Group (Oklahoma) first reported a position in Invesco QQQ Trust in Q2 2023 and has held it in 13 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.