QQQJ β€” INVESCO EXCH TRADED FD TR II

Ownership history in Legacy Wealth Managment, LLC/ID  Β·  5 quarters on record

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported INVESCO EXCH TRADED FD TR II (QQQJ) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows QQQJ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QQQJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Managment, LLC/ID's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

QQQJ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Legacy Wealth Managment, LLC/ID held QQQJ β€” position size vs. price
% of Fund (quarterly)    QQQJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 58 β€” 0% 0.00% $2K 2025-11-12 $37.14
2025 Q2 UNCHANGED 58 β€” 0% 0.00% $2K 2025-08-06 $33.21
2025 Q1 REDUCED 58 -216 -78.8% 0.00% $2K 2025-05-16 $30.97
2024 Q4 UNCHANGED 274 β€” 0% 0.01% $9K 2025-02-13 $32.14
2024 Q3 INITIATED 274 β€” β€” 0.01% $9K 2024-11-15 $30.12

FAQ About Legacy Wealth Managment, LLC/ID and QQQJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Wealth Managment, LLC/ID reported owning QQQJ?

Legacy Wealth Managment, LLC/ID reported QQQJ across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported QQQJ position in Legacy Wealth Managment, LLC/ID's portfolio?

The largest reported portfolio weight for QQQJ was 0.01% in 2024 Q4.

What is the latest reported QQQJ position on this page?

The most recent filing on this page is 2025 Q3, when Legacy Wealth Managment, LLC/ID reported 58 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this QQQJ ownership page compare?

The chart compares Legacy Wealth Managment, LLC/ID's quarterly QQQJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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