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

Legacy Solutions LLC’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 		$909K Sell
1,228
-23
-2% -$16.4K 0.69% 31
2026
Q2 		$921K Sell
1,251
-16
-1% -$11K 0.75% 28
2026
Q1 		$731K Sell
1,267
-25
-2% -$15.2K 0.68% 28
2025
Q4 		$794K Sell
1,292
-33
-2% -$20.2K 0.7% 30
2025
Q3 		$796K Sell
1,325
-33
-2% -$18.9K 0.72% 29
2025
Q2 		$749K Hold
1,358
– – 0.72% 26
2025
Q1 		$637K Sell
1,358
-33
-2% -$16.8K 0.7% 25
2024
Q4 		$711K Buy
+1,391
New +$704K 0.77% 24

Other funds holding QQQ

Barings
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Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Legacy Solutions LLC's QQQ Position: Q3 2026 in Review

Legacy Solutions LLC reduced its Invesco QQQ Trust (QQQ) stake by 1.8% in Q3 2026, selling an estimated $16.4K and leaving 1,228 shares worth $909K. The position accounts for 0.69% of the portfolio, ranked #31.

Legacy Solutions LLC first reported a position in QQQ in Q4 2024 and has held it in 8 quarters since. The position peaked at $921K in Q2 2026. 1,451 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Legacy Solutions LLC held 1,228 shares of Invesco QQQ Trust worth $909K as of Q3 2026.
  • Legacy Solutions LLC sold 23 Invesco QQQ Trust shares in Q3 2026, an estimated $16.4K.
  • Invesco QQQ Trust made up 0.69% of Legacy Solutions LLC's portfolio in Q3 2026, its #31 holding.
  • Legacy Solutions LLC first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 8 quarters since.
  • Legacy Solutions LLC's Invesco QQQ Trust position peaked at $921K in Q2 2026.
  • 1,451 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.