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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s QQQ Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Invesco QQQ Trust (QQQ) stake by 15% in Q1 2026, buying an estimated $106K and bringing the position to 1,306 shares worth $754K. The position accounts for 0.37% of the portfolio, ranked #63.

Legacy Wealth Management (Idaho) first reported a position in QQQ in Q3 2024 and has held it in 6 quarters since. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Legacy Wealth Management (Idaho) held 1,306 shares of Invesco QQQ Trust worth $754K as of Q1 2026.
Legacy Wealth Management (Idaho) bought 174 Invesco QQQ Trust shares in Q1 2026, an estimated $106K.
Invesco QQQ Trust made up 0.37% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #63 holding.
Legacy Wealth Management (Idaho) first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 6 quarters since.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.