Legacy Wealth Management (Idaho)’s Invesco QQQ Trust QQQ Stock Holding History

Legacy Wealth Management (Idaho)’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	$1.07M	Buy	1,455 +149	+11%	+$103K	0.44%	59
2026 Q1	$754K	Buy	1,306 +174	+15%	+$106K	0.37%	63
2025 Q4	$696K	Buy	1,132 +470	+71%	+$288K	0.33%	64
2025 Q3	$397K	Buy	+662	New	+$379K	0.18%	75
2025 Q2	–	Sell	-276	Closed	-$129K	–	842
2025 Q1	$129K	Buy	276 +12	+5%	+$6.1K	0.09%	88
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

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 Wealth Management (Idaho)'s QQQ Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Invesco QQQ Trust (QQQ) stake by 11% in Q2 2026, buying an estimated $103K and bringing the position to 1,455 shares worth $1.07M. The position accounts for 0.44% of the portfolio, ranked #59.

Legacy Wealth Management (Idaho) first reported a position in QQQ in Q3 2024 and has held it in 7 quarters since. 4,021 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Legacy Wealth Management (Idaho) held 1,455 shares of Invesco QQQ Trust worth $1.07M as of Q2 2026.
Legacy Wealth Management (Idaho) bought 149 Invesco QQQ Trust shares in Q2 2026, an estimated $103K.
Invesco QQQ Trust made up 0.44% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #59 holding.
Legacy Wealth Management (Idaho) first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 7 quarters since.
4,021 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.