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Legacy Investment Solutions’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Legacy Investment Solutions’s Portfolio QQQJ Stock Details QQQJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.85K Buy
+58
New +$1.73K ﹤0.01% 524
2024
Q4 		$8.84K Hold
274
– – 0.01% 308
2024
Q3 		$8.59K Buy
+274
New +$7.83K 0.01% 334

Other funds holding QQQJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $160M AUM 16.74% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Legacy Investment Solutions's QQQJ Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q2 2025: 58 shares worth $1.85K. The stake represents ﹤0.01% of the portfolio and ranks #524 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in QQQJ as recently as Q4 2024.

Legacy Investment Solutions first reported a position in QQQJ in Q3 2024 and has held it in 3 quarters since. The position peaked at $8.84K in Q4 2024. 151 funds tracked by Wall St. Rank hold QQQJ as of Q2 2025.

  • Legacy Investment Solutions held 58 shares of Invesco NASDAQ Next Gen 100 ETF worth $1.85K as of Q2 2025.
  • Invesco NASDAQ Next Gen 100 ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #524 holding.
  • Legacy Investment Solutions first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Invesco NASDAQ Next Gen 100 ETF position peaked at $8.84K in Q4 2024.
  • 151 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.