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Legend Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Legend Financial Advisors’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 		$14.5M Buy
25,061
+323
+1% +$196K 9.32% 2
2025
Q4 		$15.2M Buy
24,738
+103
+0.4% +$63.2K 9.2% 2
2025
Q3 		$14.8M Sell
24,635
-845
-3% -$484K 9.07% 2
2025
Q2 		$14.1M Sell
25,480
-553
-2% -$275K 9.34% 1
2025
Q1 		$12.2M Buy
26,033
+69
+0.3% +$35.1K 8.97% 2
2024
Q4 		$13.3M Buy
25,964
+68
+0.3% +$34.4K 9.37% 3
2024
Q3 		$12.6M Sell
25,896
-1,079
-4% -$511K 8.73% 3
2024
Q2 		$12.9M Buy
26,975
+542
+2% +$244K 9.17% 1
2024
Q1 		$11.7M Sell
26,433
-644
-2% -$276K 8.5% 4
2023
Q4 		$11.1M Sell
27,077
-814
-3% -$309K 8.91% 3
2023
Q3 		$9.99M Sell
27,891
-163
-0.6% -$60.4K 8.53% 2
2023
Q2 		$10.4M Sell
28,054
-2,191
-7% -$738K 8.65% 3
2023
Q1 		$9.71M Buy
30,245
+273
+0.9% +$80.5K 8.15% 2
2022
Q4 		$7.98M Sell
29,972
-20
-0.1% -$5.53K 6.98% 3
2022
Q3 		$8.02M Sell
29,992
-1,055
-3% -$318K 7.53% 2
2022
Q2 		$8.7M Sell
31,047
-27,165
-47% -$8.43M 8.99% 2
2022
Q1 		$20.8M Buy
58,212
+5,457
+10% +$1.94M 13.24% 2
2021
Q4 		$21M Sell
52,755
-5,457
-9% -$2.11M 14.64% 1
2021
Q3 		$20.8M Buy
58,212
+4,497
+8% +$1.66M 13.24% 2
2021
Q2 		$19M Buy
53,715
+49,232
+1,098% +$16.6M 12.25% 3
2021
Q1 		$1.43M Sell
4,483
-51,727
-92% -$16.5M 10.86% 4
2020
Q4 		$17.6M Sell
56,210
-10,625
-16% -$3.12M 14.29% 4
2020
Q3 		$18.6M Sell
66,835
-27,379
-29% -$7.43M 14.69% 3
2020
Q2 		$23.3M Buy
94,214
+26,586
+39% +$5.96M 14.67% 1
2020
Q1 		$12.9M Sell
67,628
-984
-1% -$208K 11.56% 2
2019
Q4 		$14.6M Sell
68,612
-1,867
-3% -$374K 12.46% 2
2019
Q3 		$13.3M Buy
70,479
+411
+0.6% +$77.9K 11.31% 2
2019
Q2 		$13.1M Sell
70,068
-4,188
-6% -$771K 11.52% 2
2019
Q1 		$13.3M Buy
74,256
+8,079
+12% +$1.37M 14.65% 2
2018
Q4 		$10.2M Buy
+66,177
New +$11.1M 14.97% 1

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legend Financial Advisors's QQQ Position: Q1 2026 in Review

Legend Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 1.3% in Q1 2026, buying an estimated $196K and bringing the position to 25,061 shares worth $14.5M. The position accounts for 9.32% of the portfolio, ranked #2.

Legend Financial Advisors first reported a position in QQQ in Q4 2018 and has held it in 30 quarters since. The position peaked at $23.3M in Q2 2020. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Legend Financial Advisors held 25,061 shares of Invesco QQQ Trust worth $14.5M as of Q1 2026.
  • Legend Financial Advisors bought 323 Invesco QQQ Trust shares in Q1 2026, an estimated $196K.
  • Invesco QQQ Trust made up 9.32% of Legend Financial Advisors's portfolio in Q1 2026, its #2 holding.
  • Legend Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2018 and has held it in 30 quarters since.
  • Legend Financial Advisors's Invesco QQQ Trust position peaked at $23.3M in Q2 2020.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Legend Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.