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

Legacy Wealth Management (Mississippi)’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 		$297K Hold
403
– – 0.08% 101
2026
Q1 		$233K Buy
403
+1
+0.2% +$608 0.07% 97
2025
Q4 		$247K Buy
+402
New +$247K 0.07% 90
2021
Q1 		– Sell
-1,500
Closed -$471K – 97
2020
Q4 		$471K Hold
1,500
– – 0.3% 67
2020
Q3 		$417K Hold
1,500
– – 0.29% 72
2020
Q2 		$371K Sell
1,500
-1,000
-40% -$224K 0.28% 74
2020
Q1 		$476K Hold
2,500
– – 0.44% 62
2019
Q4 		$532K Buy
+2,500
New +$501K 0.46% 66

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 403 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #101.

Legacy Wealth Management (Mississippi) first reported a position in QQQ in Q4 2019 and has held it in 8 quarters since. The position peaked at $532K in Q4 2019. 1,628 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 403 shares of Invesco QQQ Trust worth $297K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.08% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #101 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 8 quarters since.
  • Legacy Wealth Management (Mississippi)'s Invesco QQQ Trust position peaked at $532K in Q4 2019.
  • 1,628 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.