Legacy Financial Strategies’s Invesco QQQ Trust QQQ Stock Holding History

Legacy Financial Strategies’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 Q3	$851K	Buy	1,150 +55	+5%	+$39.3K	0.14%	66
2026 Q2	$807K	Buy	1,095 +492	+82%	+$339K	0.12%	71
2026 Q1	$348K	Buy	603 +173	+40%	+$105K	0.06%	99
2025 Q4	$264K	Buy	+430	New	+$264K	0.05%	119
2020 Q2	–	Sell	-1,206	Closed	-$230K	–	62
2020 Q1	$230K	Hold	1,206	–	–	0.22%	52
2019 Q4	$256K	Buy	1,206 +1	+0.1%	+$200	0.21%	59
2019 Q3	$238K	Buy	1,205 +10	+0.8%	+$1.9K	0.21%	56
2019 Q2	$230K	Sell	1,195 -2	-0.2%	-$368	0.21%	52
2019 Q1	$215K	Buy	+1,197	New	+$203K	0.18%	51
2018 Q3	–	Sell	-1,225	Closed	-$210K	–	72
2018 Q2	$210K	Buy	+1,225	New	+$205K	0.19%	85

Other funds holding QQQ

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Financial Strategies's QQQ Position: Q3 2026 in Review

Legacy Financial Strategies increased its Invesco QQQ Trust (QQQ) stake by 5% in Q3 2026, buying an estimated $39.3K and bringing the position to 1,150 shares worth $851K. The position accounts for 0.14% of the portfolio, ranked #66.

Legacy Financial Strategies first reported a position in QQQ in Q2 2018 and has held it in 10 quarters since. 816 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Legacy Financial Strategies held 1,150 shares of Invesco QQQ Trust worth $851K as of Q3 2026.
Legacy Financial Strategies bought 55 Invesco QQQ Trust shares in Q3 2026, an estimated $39.3K.
Invesco QQQ Trust made up 0.14% of Legacy Financial Strategies's portfolio in Q3 2026, its #66 holding.
Legacy Financial Strategies first reported a position in Invesco QQQ Trust in Q2 2018 and has held it in 10 quarters since.
816 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.