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Legacy Private Trust’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Legacy Private Trust’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
Q3 		$1.42M Buy
4,654
+33
+0.7% +$9.71K 0.08% 143
2026
Q2 		$1.4M Buy
4,621
+257
+6% +$72.8K 0.08% 149
2026
Q1 		$1.04M Buy
4,364
+165
+4% +$41.3K 0.06% 158
2025
Q4 		$1.06M Buy
4,199
+65
+2% +$16.4K 0.06% 154
2025
Q3 		$1.02M Sell
4,134
-186
-4% -$43.8K 0.06% 153
2025
Q2 		$981K Buy
+4,320
New +$885K 0.06% 153

Other funds holding QQQM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Legacy Private Trust's QQQM Position: Q3 2026 in Review

Legacy Private Trust increased its Invesco NASDAQ 100 ETF (QQQM) stake by 0.71% in Q3 2026, buying an estimated $9.71K and bringing the position to 4,654 shares worth $1.42M. The position accounts for 0.08% of the portfolio, ranked #143.

Legacy Private Trust first reported a position in QQQM in Q2 2025 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Legacy Private Trust held 4,654 shares of Invesco NASDAQ 100 ETF worth $1.42M as of Q3 2026.
  • Legacy Private Trust bought 33 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $9.71K.
  • Invesco NASDAQ 100 ETF made up 0.08% of Legacy Private Trust's portfolio in Q3 2026, its #143 holding.
  • Legacy Private Trust first reported a position in Invesco NASDAQ 100 ETF in Q2 2025 and has held it in 6 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.