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

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 (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. 4,014 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.
4,014 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.