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

Legacy Solutions LLC’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 		$993K Hold
3,261
– – 0.76% 27
2026
Q2 		$988K Hold
3,261
– – 0.8% 27
2026
Q1 		$775K Hold
3,261
– – 0.72% 27
2025
Q4 		$825K Hold
3,261
– – 0.72% 27
2025
Q3 		$806K Hold
3,261
– – 0.72% 28
2025
Q2 		$741K Hold
3,261
– – 0.71% 28
2025
Q1 		$629K Hold
3,261
– – 0.69% 27
2024
Q4 		$686K Buy
+3,261
New +$679K 0.75% 28

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 Solutions LLC's QQQM Position: Q3 2026 in Review

Legacy Solutions LLC held its Invesco NASDAQ 100 ETF (QQQM) position steady in Q3 2026 at 3,261 shares worth $993K. The position accounts for 0.76% of the portfolio, ranked #27.

Legacy Solutions LLC first reported a position in QQQM in Q4 2024 and has held it in 8 quarters since. 70 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Legacy Solutions LLC held 3,261 shares of Invesco NASDAQ 100 ETF worth $993K as of Q3 2026.
  • Legacy Solutions LLC left its Invesco NASDAQ 100 ETF share count unchanged in Q3 2026.
  • Invesco NASDAQ 100 ETF made up 0.76% of Legacy Solutions LLC's portfolio in Q3 2026, its #27 holding.
  • Legacy Solutions LLC first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 8 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.