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

Legacy Wealth Management (Tennessee)’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 		$377K Sell
513
-20
-4% -$13.8K 0.02% 23
2026
Q1 		$308K Buy
533
+20
+4% +$12.2K 0.02% 25
2025
Q4 		$315K Buy
513
+1
+0.2% +$614 0.02% 27
2025
Q3 		$308K Sell
512
-4
-0.8% -$2.29K 0.02% 25
2025
Q2 		$285K Buy
516
+4
+0.8% +$1.99K 0.02% 29
2025
Q1 		$240K Buy
512
+4
+0.8% +$2.03K 0.02% 38
2024
Q4 		$260K Hold
508
– – 0.02% 38
2024
Q3 		$248K Hold
508
– – 0.02% 41
2024
Q2 		$244K Sell
508
-28
-5% -$12.6K 0.02% 22
2024
Q1 		$238K Sell
536
-7
-1% -$3K 0.02% 23
2023
Q4 		$222K Buy
+543
New +$206K 0.02% 21

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM
SH
Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) reduced its Invesco QQQ Trust (QQQ) stake by 3.8% in Q2 2026, selling an estimated $13.8K and leaving 513 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #23.

Legacy Wealth Management (Tennessee) first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 1,525 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 513 shares of Invesco QQQ Trust worth $377K as of Q2 2026.
  • Legacy Wealth Management (Tennessee) sold 20 Invesco QQQ Trust shares in Q2 2026, an estimated $13.8K.
  • Invesco QQQ Trust made up 0.02% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #23 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
  • 1,525 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.