Legacy Capital Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Legacy Capital Wealth Management’s Portfolio QQQM Stock Details QQQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.54M	Sell	14,997 -130	-0.9%	-$36.8K	2.09%	15
2026 Q1	$3.59M	Sell	15,127 -419	-3%	-$105K	2.07%	15
2025 Q4	$3.93M	Buy	+15,546	New	+$3.93M	2.38%	11
2024 Q4	$10.5M	Buy	+49,927	New	+$10.4M	10.43%	2

Other funds holding QQQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legacy Capital Wealth Management's QQQM Position: Q2 2026 in Review

Legacy Capital Wealth Management reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 0.86% in Q2 2026, selling an estimated $36.8K and leaving 14,997 shares worth $4.54M. The position accounts for 2.09% of the portfolio, ranked #15.

Legacy Capital Wealth Management first reported a position in QQQM in Q4 2024 and has held it in 4 quarters since. The position peaked at $10.5M in Q4 2024. 1,363 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Legacy Capital Wealth Management held 14,997 shares of Invesco NASDAQ 100 ETF worth $4.54M as of Q2 2026.
Legacy Capital Wealth Management sold 130 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $36.8K.
Invesco NASDAQ 100 ETF made up 2.09% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #15 holding.
Legacy Capital Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 4 quarters since.
Legacy Capital Wealth Management's Invesco NASDAQ 100 ETF position peaked at $10.5M in Q4 2024.
1,363 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.