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Legacy Investment Solutions’s Invesco QQQ Trust QQQ Stock Holding History

Legacy Investment Solutions’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
2024
Q4 		$138K Buy
264
+20
+8% +$10.1K 0.09% 78
2024
Q3 		$125K Buy
+244
New +$115K 0.07% 74

Other funds holding QQQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Investment Solutions's QQQ Position: Q4 2024 in Review

Legacy Investment Solutions increased its Invesco QQQ Trust (QQQ) stake by 8.2% in Q4 2024, buying an estimated $10.1K and bringing the position to 264 shares worth $138K. The position accounts for 0.09% of the portfolio, ranked #78.

Legacy Investment Solutions first reported a position in QQQ in Q3 2024 and has held it in 2 quarters since. 3,409 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

  • Legacy Investment Solutions held 264 shares of Invesco QQQ Trust worth $138K as of Q4 2024.
  • Legacy Investment Solutions bought 20 Invesco QQQ Trust shares in Q4 2024, an estimated $10.1K.
  • Invesco QQQ Trust made up 0.09% of Legacy Investment Solutions's portfolio in Q4 2024, its #78 holding.
  • Legacy Investment Solutions first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 2 quarters since.
  • 3,409 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.