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 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

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 Strategies's QQQ Position: Q2 2026 in Review

Legacy Financial Strategies increased its Invesco QQQ Trust (QQQ) stake by 82% in Q2 2026, buying an estimated $339K and bringing the position to 1,095 shares worth $807K. The position accounts for 0.12% of the portfolio, ranked #71.

Legacy Financial Strategies first reported a position in QQQ in Q2 2018 and has held it in 9 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Legacy Financial Strategies held 1,095 shares of Invesco QQQ Trust worth $807K as of Q2 2026.
Legacy Financial Strategies bought 492 Invesco QQQ Trust shares in Q2 2026, an estimated $339K.
Invesco QQQ Trust made up 0.12% of Legacy Financial Strategies's portfolio in Q2 2026, its #71 holding.
Legacy Financial Strategies first reported a position in Invesco QQQ Trust in Q2 2018 and has held it in 9 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.