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Legacy Investment Solutions’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$113K Buy
+500
New +$102K 0.06% 104
2024
Q4 		$32.1K Hold
149
– – 0.02% 157
2024
Q3 		$31.4K Buy
+149
New +$29K 0.02% 155

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Legacy Investment Solutions opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q2 2025: 500 shares worth $113K. The stake represents 0.06% of the portfolio and ranks #104 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in QQQM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in QQQM in Q3 2024 and has held it in 3 quarters since. 953 funds tracked by Wall St. Rank hold QQQM as of Q2 2025.

  • Legacy Investment Solutions held 500 shares of Invesco NASDAQ 100 ETF worth $113K as of Q2 2025.
  • Invesco NASDAQ 100 ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Invesco NASDAQ 100 ETF made up 0.06% of Legacy Investment Solutions's portfolio in Q2 2025, its #104 holding.
  • Legacy Investment Solutions first reported a position in Invesco NASDAQ 100 ETF in Q3 2024 and has held it in 3 quarters since.
  • 953 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2025.

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