LSL
QQQM icon

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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legacy Solutions LLC's QQQM Position: Q2 2026 in Review

Legacy Solutions LLC held its Invesco NASDAQ 100 ETF (QQQM) position steady in Q2 2026 at 3,261 shares worth $988K. The position accounts for 0.8% of the portfolio, ranked #27.

Legacy Solutions LLC first reported a position in QQQM in Q4 2024 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Legacy Solutions LLC held 3,261 shares of Invesco NASDAQ 100 ETF worth $988K as of Q2 2026.
  • Legacy Solutions LLC left its Invesco NASDAQ 100 ETF share count unchanged in Q2 2026.
  • Invesco NASDAQ 100 ETF made up 0.8% of Legacy Solutions LLC's portfolio in Q2 2026, its #27 holding.
  • Legacy Solutions LLC first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.